Case Studies

Charitable Foundation for Wealthy Client

J.S. Held Acquires GLI Advisors, Strengthening Our Construction Project Support Services in the Western US and Hawaii

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Home·Charitable Foundation for Wealthy Client

The Situation & How We Advised

  • Fulfilled wealthy client’s philanthropic wishes for family to pursue charitable giving, currently and for generations in the future.
  • Collaborated with client and his advisors and estate planning attorneys to establish a charitable foundation.
  • Worked with advisors and attorneys to identify assets well-suited for funding the foundation to achieve favorable tax opportunities.

Key Contact

David Stapleton, CPA, CLPF
Senior Managing Director
Strategic Advisory Practice
+1 213 235 0601
[email protected]

Related Practice Areas

> Fiduciary Services
We deliver unbiased, expert solutions in court-mandated and out-of-court situations that demand a third-party fiduciary, including insolvency, fraud, litigation, and shareholder disputes. When companies are in financial distress, become entrenched in complex disputes, or fraud is suspected, lenders, attorneys, and regulatory agencies recommend that federal and state courts or boards of directors appoint our experts as fiduciaries.

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