Legacy And Philanthropy

Jakob Fugger has established relationships with philanthropic gift specialists that help to incorporate donations into the structure of an overall wealth management plan. We create novel philanthropic solutions that work to embody a perpetual legacy for an investor and that leave a lasting impact on the investor's community and society. When implemented correctly, a charitable gift structure will memorialize an investor’s personal brand.

Investors may be wary as to how substantial gifts are utilized by the organizations that are targeted to receive them. Our advisors focus on an investor's desire to create immutable directions for how donated funds may be used.

Moreover, the philanthropic structures that our advisors recommend will coincide with broader annual benchmarks for charitable giving. Before any large gift is made, they will perform extensive due diligence to analyze existing foundations and, if those foundations are inadequate to satisfy the investor's goals, they will create their personal foundations for the investor with targeted purposes and philosophies.

To avoid groupthink that can push a charitable plan away from its targets, our advisors also facilitate introductions to charitable boards and draft comparisons for how those boards use donated funds.  These services lift the burdens of the administration of charitable donations and enable our clients to focus on the substance of their philanthropic efforts.


Legacy Services

Jakob Fugger’s independent legacy consultants offer advice on the coordination and alignment of a wealth management plan with the sometimes-competing interests of the individuals charged with implementing that plan. Their collaborative approach includes family meetings, dispute resolution structures, and management systems to implement decisions. This approach verifies that every interested party’s opinion is heard within the context of a wealth management plan, with:

full documentation and memorialization of legacy goals and targets
administration of legacy efforts and charitable giving
management and preservation of assets for the benefit of multiple beneficiaries and generations
education and communication of strategies to all interested parties

Philanthropic Advising
and Consulting Services

Implementing decisions to achieve philanthropic goals is often more challenging than establishing those goals. Our independent philanthropic service advisory team will help investors to ensure that philanthropic goals are integrated into a greater wealth management and estate administration plan with a minimum of dislocations. They utilize a high-touch approach to implement an investor’s altruistic efforts while simultaneously focusing on tax and other benefits that can be achieved through philanthropic giving. When structured properly, a philanthropy plan will provide continuing benefits that are redound to an investor through multiple generations.

Our advisors coordinate their efforts with tax and legal consultants to create a philanthropic plan that:

Enables an investor to maintain control over donations and retain rights to designate managers and successor advisors
Provides tools to hold and exchange assets in different classes, including real estate, private equity, and other alternative investments that can be used to fund charitable giving
Delivers maximum benefits with reduced fees and expenses

Jakob Fugger is a _________________ company. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. This information is not intended to be and should not be treated as legal, investment, accounting, or tax advice and is for informational purposes only. Individuals who access this Website should under no circumstances rely upon this information as a substitute for their own due diligence or for obtaining specific legal, accounting, or tax advice from their own professional advisors.

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Jakob Fugger operates strictly in accordance with the Securities Laws, Rules, and Regulations of the jurisdictions in which we conduct our business and operations. We do not offer all of the products and services referred to herein to all Users of this Website or in all jurisdictions from which a User may access this Website. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to accredited investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. Certain of the products and services referred to on this and other pages may be offered through our affiliated or independent contract third-party service providers. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, the user who accesses such third-party links has the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
4300 N 1st St, San Jose
95134, California
United States