Frequently Asked Questions
Look, philanthropy gets complicated. Tax implications, family dynamics, actually getting your money where it matters—it's a lot. We field questions constantly because smart people ask things before handing over their wealth strategy. So here's what folks wonder about most.
We help wealthy individuals design giving strategies that don't suck. That means tax-efficient donation structures, family legacy planning, donor-advised funds, charitable remainder trusts—the whole toolkit. We're not here to pressure you into giving everything away tomorrow. We're here to make sure when you do give, it's strategic and aligned with what actually matters to you.
Pricing depends on complexity. Some clients pay flat fees for specific strategies. Others work on retainer arrangements—especially if they're managing ongoing charitable initiatives. We're transparent about costs upfront. No surprise invoices. No hidden percentage fees that make you question everything. We'll discuss what makes sense for your situation before we start.
Simple strategies? Four to eight weeks. Complex multi-generational wealth transfers with charitable components? Twelve to sixteen weeks, sometimes longer. We don't rush this. We gather information, model scenarios, run numbers, and then we present options. You decide. Implementation follows after that. Patience usually beats speed in philanthropic planning.
No. Anyone promising guarantees is selling you something that isn't real. What we do guarantee: thorough analysis, honest recommendations, and strategies based on current tax law. We can't control future legislation or how the IRS interprets things. We can control being meticulous and staying current on regulations.
Absolutely. In fact, we prefer it. Coordination between advisors prevents conflicts and catches blind spots. We've collaborated with accountants and lawyers across Romania for 13 years. We don't need credit. We need your plan to work perfectly. That usually means multiple experts talking to each other.
We're based in Brașov but serve clients throughout Romania and beyond. Remote work is standard for us. Initial consultations happen via video. Document review happens digitally. Strategy sessions? We adapt to what works for you. Geography isn't a barrier anymore. You don't need to sit in our office to get proper planning.
Call us at +40 057 762 541 or email [email protected]. We respond to emails same day. Phone calls get answered or returned within 24 hours. No automated menus. No waiting three days to hear back. First conversations are free. We ask about your situation, you ask about our approach. Then we decide if it's a fit.
We specialize in philanthropy, not general wealth management. That means deeper expertise in donor-advised funds, charitable trusts, and giving strategies. We're not trying to manage your entire portfolio. We're focused on one thing: making your charitable impact more effective and tax-smart. Narrow expertise usually beats generalist advice.