Lamarck Group understands that as you build wealth to a certain level, there is often a wish to give back to the community and leave a positive and enduring legacy. Many families have well-established trusts and foundations that have been helping for generations, improving lives, and fostering intergenerational connections that bring families closer together.
We help you focus on what you want your legacy to achieve by understanding your vision, values, and goals and ensuring your giving efforts are directed in the right areas for you.
Philanthropy encompasses many varied activities and has many regulatory implications. We will steer you through the statutory compliance requirements and ensure your giving is both legal and not detrimental to your tax situation. We can also put you in contact with other external professionals that provide infrastructure support to enhance your efforts.
At Lamarck Group, we help you explore the different ways to channel your philanthropic resources and develop strategies that align your investments with your philanthropic goals that enable your efforts to generate positive change. We evaluate the impact and ensure transparency and accountability throughout your philanthropic giving.
In addition to working with families and their charitable giving needs, we also help endowments, registered charities, and foundations with their planning to make the most of their funds and maximize the impact they have on the communities they serve.
Whether you are considering entering the philanthropic world or have already been involved and want to do more, we partner with you to ensure your donations are used to maximum effect, and you know what your money is being used for. Together we can make sure your legacy lasts for generations and contributes to making the world a better place.
We Offer
Investment
A disciplined approach to asset allocation and portfolio oversight that allows you to remain fully invested for the long term and manage volatility and risk.
Access to specific markets, sectors, and currencies while targeting desired outcomes such as enhanced participation, yield generation, and capital protection.
All portfolios are constructed to achieve specific goals and give you peace of mind, knowing you are on the right path to achieving your financial goals.
Guiding qualified investors into non-traditional assets, including private equity, cryptocurrencies, initial and secondary public offerings, and hedge funds.
Enabling qualified investors to invest alongside financial institutions and tap into exclusive opportunities that may not be accessible to the broader market.
A community of like-minded individuals committed to making a difference and harnessing the power of capital to drive change and a more sustainable future.
A comprehensive offering of solutions and services to develop strategies that align with your long-term objectives to preserve and grow your family's wealth.
As time passes and you accumulate wealth, we make sure that your financial plan adjusts to take account of changes and unlock the true value of new opportunities.
Focus on what you want your legacy to achieve by understanding your vision, values, and goals and ensuring your giving efforts are directed in the right areas for you.
