Central to everything we do is a commitment to help clients express their generosity. We’ve applied creativity and innovation to help individuals give more than $600 million over ten years to causes of their choice. We also practice what we preach, giving five percent of our business and personal profits to charity. To clients, we offer:
- Creative tax and estate planning
- Close relationships with multiple charitable organizations
- Broad relationships across the investment and insurance industries
- Endorsement of the most prestigious advisors
- Creativity and technical savvy to utilize potentially undervalued assets
Tamar Fink is extensively networked with charitable organizations serving health, education and religious causes locally, nationally and internationally including:*
- AISH Minnesota
- AISH LA and AISH International
- Alzheimer Association
- Children's Home Society
- Minneapolis Jewish Federation
- Ohr Somach International
- Shalom Foundation
- Torah Academy
Tamar Fink also serves as a planned giving arm for leading local, national and international charities. We connect these organizations with caring donors who help sustain their missions.
>Ken Fink, Recipient of Hotchkis Award
*NFP Securities, Inc is not associated with any of the listed entities.
NFP Securities, Inc. does not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
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