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Establishing a Family Foundation

For those who have discretionary resources, establishing a family foundation can be a very rewarding and satisfying method of avoiding taxes, involving family members in philanthropic activities and supporting worthwhile charitable and non-profit organizations.

We are experts in managing small and medium sized family accounts and we can put you in contact with other experts who will set up your foundation and handle the reporting and other details for you. Wealth Conservancy International, Inc. receives no referral fee or any other remuneration for assisting you to establish your foundation. Moreover, Wealth Conservancy International assesses a lower fee for managing family foundation assets than for personal investment accounts.

If you are interested in finding out more about establishing a family foundation contact us at wciicpb@comcast.net or by telephone at 1-800-515-1588.

Wealth Conservancy International, Inc., 7411 River Road, Fredericksburg, VA 22407
Tel: 540-548-3009 | Toll-free 1-800-515-1588
E-mail: wciicpb@comcast.net