In his early years, our client, an entrepreneur, built and sold several successful companies, amassing great wealth. In the second half of his life, he was committed to living a life of significance that reflected his devotion to his faith. With Piedmont’s guidance, he created a foundation to benefit those less fortunate.
Also devoted to his family, our client wanted to fuel his children’s work ethic, encourage them to be grateful for reasonable and not excessive inheritance, and involve them in the foundation’s grant making.
Piedmont helps secure that legacy by coordinating annual family meetings that promote awareness of the client’s philanthropic vision and that educate his heirs about investments and the foundation’s grant making.
The opinions expressed herein are those of Piedmont Capital Management, LLC (“Piedmont”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. Piedmont reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Every situation is unique, and results may differ depending on the facts and circumstances. Piedmont is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Piedmont including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. Trust services are offered through Piedmont Trust Company, which is organized under the laws of North Carolina.
