Philanthropic
Advisory Services
A BRIDGE TO THE CHARITABLE COMMUNITY
Practical, tax-efficient strategies
Scotia Private Client Group works with clients to understand their personal
values, financial situation, and philanthropic objectives as part of a complete
financial strategy drawing on our team of experts. We take a holistic approach
to personal and business needs, putting the goals of the client first.
On a national basis, we provide the most
comprehensive philanthropic advisory
services of any financial institution.
Our focus is on sophisticated and objective
planning in support of true philanthropy.
Through advice, service and working with
1. Aqueduct Foundation
independent lawyers, accountants and
other professional advisors, we are able to
create and implement practical, tax-efficient
2. Private Foundations
3. Advisory Services and Solutions
strategies that balance family priorities
and support philanthropic goals.
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