As your philanthropic advisers, Byline works with you to prioritize your causes and create a philanthropic plan that supports your goals. Our team of experts advise you on a variety of philanthropic trusts to help you choose the charitable strategy that best suits your financial plan.
A foundation is a legal entity with a constitution and board of directors. The foundation is controlled by the board. Their management may be impacted by an agreement between you, the founder and the board of directors. If you want to establish a charitable foundation in your family’s name, our Wealth Management team can deliver a solution to meet your needs.
We know that giving back can be good for you, your family, and the causes near and dear to your heart. Let’s help you do good, while also working to reduce your taxable income.*