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Specialist in Charitable Trusts: Mr. Wright offers a specialized consulting service emphasizing his unique background with charitable gift strategies. This consulting service covers initial charitable gift planning plus ongoing guidance on charitable trust administration.

Gift Planning Services: Help clients explore the tax and financial benefits of substantial charitable gifts, often analyzing ways to provide for one or more favorite charities while keeping the right to receive income from the donated assets and maintaining some control over the trust investments.

Gift Administration Services: Help trustees of charitable remainder trusts by providing year-round administrative advice and by preparing required annual trust tax returns.

Services for: Consulting services are offered to prospective donors, and charitable organizations as well as CPAs, attorneys and other professional advisors.