We help our clients integrate their generational wealth transfer and philanthropic goals with their daily financial needs. Working with our partners, we are then able to effectively establish accounts and administer support for our clients.  Our philanthropic and trust administration partners include:

• National Advisors Trust - We work in conjunction with National Advisors Trust Company.  The National Advisors Trust Company, FSB is a Federal Savings Bank chartered by the Office of Thrift Supervision (the “OTS”). As a federal financial institution, National Advisors Trust provides trust and custody services exclusively to clients of over 100 financial planning and investment advisory firms across the country that are its shareholders.
  
  
• Foundation for the Carolinas - Rinehart & Associates is a preferred provider specializing in socially responsible investments and can manage donor advisory accounts for the Foundation.
  
  
• Foundation Source - a leading provider of support services for private foundations handling administration, compliance monitoring, federal and state filings, grants management, and other services for private foundations.