Quintessence Group - Multi-Family Office, wealth management, Family wealth, Integrated wealth, Family assets, wealth advisory, family asset management, financial advisors, Private Wealth, Family office, family wealth advisory, integrated asset management, asset management, Multi-Family Office, wealth managers, Family wealth managers, Integrated wealth managers, Family asset managers, Family asset advisors, wealth advisory firm, family asset management firms, financial advisors, Private Wealth advisors, Family office, family wealth advisory firm, integrated wealth management, integrated asset management, private bank, private banks, Multi-Family Office Dallas, wealth management Dallas, Family wealth Dallas, Integrated wealth Dallas, Family assets Dallas, wealth advisory Dallas, family asset management Dallas, financial advisors Dallas, Private Wealth Dallas, Family office Dallas, family wealth advisory Dallas, integrated asset management Dallas, asset management Dallas, Multi-Family Office Dallas, wealth managers Dallas, Family wealth managers Dallas, Integrated wealth managers Dallas, Family asset managers Dallas, Family asset advisors Dallas, wealth advisory firm Dallas, family asset management firms Dallas, financial advisors Dallas, Private Wealth advisors Dallas, Family office Dallas, family wealth advisory firm Dallas, integrated wealth management Dallas, integrated asset management Dallas, private bank Dallas, private banks Dallas, Multi-Family Office Houston, wealth management Houston, Family wealth Houston, Integrated wealth Houston, Family assets Houston, wealth advisory Houston, family asset management Houston, financial advisors Houston, Private Wealth Houston, Family office Houston, family wealth advisory Houston, integrated asset management Houston, asset management Houston, Multi-Family Office Houston, wealth managers Houston, Family wealth managers Houston, Integrated wealth managers Houston, Family asset managers Houston, Family asset advisors Houston, wealth advisory firm Houston, family asset management firms Houston, financial advisors Houston, Private Wealth advisors Houston, Family office Houston, family wealth advisory firm Houston, integrated wealth management Houston, integrated asset management Houston, private bank Houston, private banks Houston Multi-Family Office Dallas, wealth managers Dallas, Family wealth managers Dallas, Integrated wealth managers Dallas, Family asset managers Dallas, Family asset advisors Dallas, wealth advisory firm Dallas, family asset management firms Dallas, financial advisors Dallas, Private Wealth advisors Dallas, Family office Dallas, family wealth advisory firm Dallas, integrated wealth management Dallas, integrated asset management Dallas, private bank Dallas, private banks Dallas, Multi-Family Office Houston, wealth managers Houston, Family wealth managers Houston, Integrated wealth managers Houston, Family asset managers Houston, Family asset advisors Houston, wealth advisory firm Houston, family asset management firms Houston, financial advisors Houston, Private Wealth advisors Houston, Family office Houston, family wealth advisory firm Houston, integrated wealth management Houston, integrated asset management Houston, private bank Houston, private banks Houston, Multi-Family Office New York, wealth managers New York, Family wealth managers New York, Integrated wealth managers New York, Family asset managers New York, Family asset advisors New York, wealth advisory firm New York, family asset management firms New York, financial advisors New York, Private Wealth advisors New York, Family office New York, family wealth advisory firm New York, integrated wealth management New York, integrated asset management New York, private bank New York, private banks New York, Multi-Family Office Los Angeles, wealth managers Los Angeles, Family wealth managers Los Angeles, Integrated wealth managers Los Angeles, Family asset managers Los Angeles, Family asset advisors Los Angeles, wealth advisory firm Los Angeles, family asset management firms Los Angeles, financial advisors Los Angeles, Private Wealth advisors Los Angeles, Family office Los Angeles, family wealth advisory firm Los Angeles, integrated wealth management Los Angeles, integrated asset management Los Angeles, private bank Los Angeles, private banks Los Angeles, Multi-Family Office New York, wealth management New York, Family wealth New York, Integrated wealth New York, Family assets New York, wealth advisory New York, family asset management New York, financial advisors New York, Private Wealth New York, Family office New York, family wealth advisory New York, integrated asset management New York, asset management New York, Multi-Family Office New York, wealth managers New York, Family wealth managers New York, Integrated wealth managers New York, Family asset managers New York, Family asset advisors New York, wealth advisory firm New York, family asset management firms New York, financial advisors New York, Private Wealth advisors New York, Family office New York, family wealth advisory firm New York, integrated wealth management New York, integrated asset management New York, private bank New York, private banks New York Multi-Family Office Los Angeles, wealth management Los Angeles, Family wealth Los Angeles, Integrated wealth Los Angeles, Family assets Los Angeles, wealth advisory Los Angeles, family asset management Los Angeles, financial advisors Los Angeles, Private Wealth Los Angeles, Family office Los Angeles, family wealth advisory Los Angeles, integrated asset management Los Angeles, asset management Los Angeles, Multi-Family Office Los Angeles, wealth managers Los Angeles, Family wealth managers Los Angeles, Integrated wealth managers Los Angeles, Family asset managers Los Angeles, Family asset advisors Los Angeles, wealth advisory firm Los Angeles, family asset management firms Los Angeles, financial advisors Los Angeles, Private Wealth advisors Los Angeles, Family office Los Angeles, family wealth advisory firm Los Angeles, integrated wealth management Los Angeles, integrated asset management Los Angeles, private bank Los Angeles, private banks Los Angeles Los Angeles Multi-Family Office Atlanta, wealth management Atlanta, Family wealth Atlanta, Integrated wealth Atlanta, Family assets Atlanta, wealth advisory Atlanta, family asset management Atlanta, financial advisors Atlanta, Private Wealth Atlanta, Family office Atlanta, family wealth advisory Atlanta, integrated asset management Atlanta, asset management Atlanta, Multi-Family Office Atlanta, wealth managers Atlanta, Family wealth managers Atlanta, Integrated wealth managers Atlanta, Family asset managers Atlanta, Family asset advisors Atlanta, wealth advisory firm Atlanta, family asset management firms Atlanta, financial advisors Atlanta, Private Wealth advisors Atlanta, Family office Atlanta, family wealth advisory firm Atlanta, integrated wealth management Atlanta, integrated asset management Atlanta, private bank Atlanta, private banks Atlanta Multi-Family Office Miami, wealth management Miami, Family wealth Miami, Integrated wealth Miami, Family assets Miami, wealth advisory Miami, family asset management Miami, financial advisors Miami, Private Wealth Miami, Family office Miami, family wealth advisory Miami, integrated asset management Miami, asset management Miami, Multi-Family Office Miami, wealth managers Miami, Family wealth managers Miami, Integrated wealth managers Miami, Family asset managers Miami, Family asset advisors Miami, wealth advisory firm Miami, family asset management firms Miami, financial advisors Miami, Private Wealth advisors Miami, Family office Miami, family wealth advisory firm Miami, integrated wealth management Miami, integrated asset management Miami, private bank Miami, private banks Miami

Creating your own private foundation can be an exhilarating and rewarding experience. The benefits are clear: a lasting legacy for your charitable ideals, a way to involve and teach those ideals to children and grandchildren, a structured environment for planned giving strategies and a significant tax break with each donation of funds which remain totally under your control.

However, operating a charitable foundation is a full-time job. Our philanthropic management services take care of the myriad of administrative details confronting foundation managers, so donors can focus whole-heartedly on the purpose of their foundation contributing to charity.

We manage all facets of the grant-making process to maximize board effectiveness and vision:
• Develop specific grant guidelines
• Receive and assist in reviewing grant requests
• Verify grantee qualification and/or tax-exempt status
• Prepare grant disbursements and donor letters
• Appropriately decline grant requests which fall outside guidelines
• Maintain grant history and analysis of grant program, including post-grant evaluation
• Maintain archival grant files and records

We are busy behind the scenes keeping your foundation fully in compliance and running smoothly.
• Establish and maintain all books and records required by IRS regulation
• Prepare and file annual Form 990-PF and excise taxes
• Prepare and mail tax receipts to donors
• Handle all other filings as required by federal and state officials
• Maintain corporate and/or organizational permanent files
• Monitor constantly changing tax laws and regulations
• Provide complete payroll services as needed
• Advise board members on all technical and legal issues such as self-dealing and prohibited transactions, excess distributions, direct charitable activities, use of restricted or matching gifts, and hundreds of other matters affecting your foundation.

To meet your family's long-term charitable goals, we'll help you identify the appropriate charitable structure, establish the governing body for the private foundation, conduct tax planning and compliance, facilitate board meetings, provide accounting and financial reporting, and identify suitable charities.