Tocqueville works alongside families to strengthen the bonds that make wealth last
We facilitate the conversations, structures, and planning that keep families aligned across generations.
Donor Advised Fund
We seamlessly integrate your philanthropic goals into your overall financial strategy through the effective use of Donor Advised Funds (DAFs). We work closely with major DAF providers, including Fidelity Charitable, the Jewish Communal Fund, DAFgiving360 (formerly known as Schwab Charitable) and others. We offer tailored investment guidance, and for larger DAFs, we can manage the money just like we do for your other accounts. Furthermore, we guide you through making grants, setting up beneficiaries, and building a lasting charitable impact for your family.
Family Meeting Facilitation
Structured, professionally facilitated meetings that ensure every voice is heard, grounded in your family’s values and long-term vision
Family Governance Design
Support developing family charters, decision-making frameworks, and communication protocols
Next Generation Education & Preparation
Prepare heirs to steward wealth responsibly, for all age groups
Legacy & Leadership Planning
Guidance on defining and communicating your family’s values, mission, and vision for the future
Strategic Philanthropy & Gifting
Coordination of charitable giving and private foundation administration
Donor Advised Funds
Establishment, administration, and strategic coordination of donor advised funds*
Crisis Management
Confidential support navigating sensitive family situations, including addiction, mental health challenges, and family conflict
Gatekeeping & Protective Structures
Assistance managing accounts and financial exposure for family members requiring additional oversight
Ready to Start a Conversation? We’re All Ears.
Whether you’re navigating change, rethinking your advisor, or simply exploring your options — we’re here to listen. No pressure. No pitch. Just a thoughtful conversation.
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