Purposeful Charitable Giving and Philanthropy
You have a vision to do great things with your wealth. We’ll help you make it happen.
Make a lasting impact on the world around you with a strategic giving plan.
Defining Your Mission
For successful philanthropy, it’s important to understand why you want to give and what effect you expect to achieve. Having a values-based mission statement provides clarity to embark on a generous journey that’s rewarding for you and your community. We’ll have those conversations with you when creating your charitable giving plan.
- Writing a mission statement
- Identifying charities
- Goals-driven investment strategies
Deciding How to Give
Whether you want to give a few thousand dollars a year or millions, be actively involved with your charities or passive, your Optima Asset Management team will help you decide the best charitable pathway for your family. We’ll walk you through the legal requirements and tax advantages of various giving options.
- DAFs & gifting securities
- Charitable trusts
- Family foundations
Involving the Family
Leave a long-term legacy by including family in your philanthropy. We’ll help children and future generations understand the importance of the family’s mission and prepare them to take responsibility and leadership.
- Education & counseling
- Navigate family meetings
- Governance consulting
Our Mission Is to Preserve Family Wealth and Values
Devoted to Your Success
We maximize our resources to create an exceptional experience for all existing clients.
Fiduciary Advice
As an independent firm, we’re not beholden to third-party interests. Our guidance is 100% aimed at your best interests.
Long-Term Commitment
Optima has been serving clients for 30 years. We’ll help keep your legacy thriving through the generations.
Be Confident with an Integrated Wealth Plan
Wealth Management
Have a clear roadmap to where you want your money to take you.
Investment Management
Invest in sustainable portfolios to support charities long term.
Wealth Transition Services
We’ll assist family members to continue your charitable giving goals.
Family Office Services
We provide professional support for charitable foundations and trusts.
Next-Gen & Legacy Services
Rest assured that future generations will understand and can carry on your legacy.
All Services
Your financial plan is guided on what your money means to you.
Learn How to Be a Better Philanthropist
- Retirement Planning
Ask About Our Charitable Giving Strategies
Our Office
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
Schedule a Meeting
We can meet in our Dallas office or online.
Call Us
Personalized financial advice is just a phone call away.
Email Us
Send us a question, and we’ll respond quickly.
