Berkshire Taconic’s trained staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial and philanthropic goals. Our staff’s expertise is available at no cost to you or your clients.
In partnering with Berkshire Taconic, you have access to our world-class investment expertise. Our highly experienced investment committee and investment managers help provide exemplary stewardship for your clients' funds. To learn more, listen to our 2014 Investing for Good webinar. [Windows Media .WMV 41MB]
We offer seminars for professional advisors on timely and informative topics in estate planning, change in tax laws and charitable giving strategies.
There are no webinars at this time. Please check back soon!