Shared family purpose
We'll lead conversations about what your family believes, what it won't fund and what it wants to be known for. Then we'll write that down in a family giving charter you can update over time.
Family legacy
Giving that helps your children and grandchildren learn to give.
A family legacy is more than a fund with your name on it. It's your values put into practice, with the structure, stories and roles that keep your family's giving thoughtful for decades.
Why families come to us
Passing on wealth goes better when you pass on your values too.
We help families turn good intentions into habits: a clear mission, a legal home for your gifts, a grantmaking process your family will actually use, and real roles for children and grandchildren beyond writing checks.
The right legal container
Most multi-generational plans live in a Paramount Legacy Fund (DAF) with successor advisors. Some families keep a private foundation and use us for grant strategy. Others blend both.
Next-generation engagement
Junior grant committees, youth giving allowances and planned family meetings help kids learn the responsibility that comes with wealth. Nobody's forced to take part.
Policies that outlive founders
Grantmaking policies, anonymity preferences, concentration limits and conflict rules, written down so future advisors know exactly what you intended.
How we build it
A four-stage legacy design process
01
Discovery & values mapping
We talk with you and with the younger generation. Together we note the causes, places, firm limits and family stories that shape how you give.
02
Vehicle & estate alignment
We work with your estate attorney and wealth team so your DAF, foundation, bequests and beneficiary designations all fit one plan.
03
Governance & calendar
Annual giving calendar, family meeting rhythm, grant cycles, and decision rights (who recommends, who reviews, what requires full consensus).
04
Living stewardship
Grant recommendations, a written record and yearly check-ins keep your giving on track as your family and the law change. If you already have a fund or project with us and want portal access, just ask.
Legacy gift paths
Give now, leave a gift later, or do both.
Many families open a Legacy Fund now for the tax benefits and to practice giving together, then add estate designations so the giving continues. We'll help with wording alongside your attorney, but we don't draft estate documents.
Lifetime Legacy Fund
Fund a DAF during life with cash or appreciated assets. Recommend grants annually. Name children or a committee as successor advisors.
Testamentary DAF
Direct a portion of your estate into a Legacy Fund that continues family grantmaking under Paramount Impact after your passing.
IRA & life insurance designations
Name Paramount Impact (or a Legacy Fund) as beneficiary of your retirement accounts or life insurance. This is often more tax-efficient than leaving IRAs to heirs.
CRT + remainder to family fund
Create income for life (or a term of years), then direct the charitable remainder into the family's ongoing grantmaking vehicle.
Successor advisors
Name children, a family committee, or both. Define what happens if a successor steps away.
Family giving meetings
We run meetings with agendas, grant packets and notes on decisions that your family can reuse every year.
Anonymous or named grants
Choose for each grant whether your name is shown. Some families like to give quietly, and others are happy to be named.
Let's start the conversation with your family.
We'll talk through your values, the fund, any project you have in mind and the role each generation could play.