Estate and Charitable Planning
  • The Community Foundation of Western North Carolina
    This Asheville-based community foundation is recognized nationally & regionally for its ability to work productively with families and their advisors to establish funds to benefit cherished causes and the communities of Western North Carolina. They are particularly helpful in setting up and administering complex charitable vehicles such as Charitable Remainder Trusts, which pay an income stream to the donor and Charitable Lead Trusts, which can assist a family lowering estate taxes
  • American College of Trust and Estate Counsel
    An organization of some of the country's leading estate planning attorneys. Very helpful in locating an estate planning specialist.
  • Open Space Protection Collaborative
    Excellent North Carolina based organization which assists families and their advisors establish conservation easements which preserve open land and create significant tax benefits
Interesting Links
Investment
  • GMO Investments
    The website of Grantham, Mayo and Van Otterloo, a leading global investment firm. Includes access to the writings of Jeremy Grantham, a leading asset allocation strategist. Even if you do not agree with him, his provocative writings are thoughtful and entertaining.
  • Berkshire Hathaway
    The website for Berkshire Hathaway, the holding company for Warren Buffett's investments, a stock held by many of our clients
  • BCA Research
    Publisher of the influential "Bank Credit Analyst". This subscription only site contains valuable information in its public area.
Strategic Partners
  • Bank of Asheville
    A local bank committed to serving Asheville and surrounding communities with great service and local decision making. Founded by community leaders after the recent wave of big bank mergers to ensure the continuation of community banking in Western North Carolina

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