Managing your wealth and everything it intersects
More than just expertise, more than just high-touch, Truxton provides you and your family with a sustained advantage - services that nourish and fortify your financial assets in pursuit of greater resilience and peace of mind.
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Wealth
Works with high-net-worth and ultra-high-net-worth families to manage their wealth and everything that it intersects.
Banking
Provides creative lending solutions and personalized depository services for families and their financial needs.
Capital Advisors
Offers family-owned businesses with consultative services and investment banking strategies to meet their capital needs.
In Part I of this series, Buck Patton, CFP®, CPWA® explored the fundamentals of charitable giving. In Part II, he examines two commonly used structures for families seeking a more strategic approach to philanthropy.
Donor-advised funds and private foundations can both be effective tools for accomplishing charitable goals, but the right choice depends on considerations ranging from control and flexibility to administration and long-term legacy planning.
There’s a new charitable giving opportunity on the horizon that is both under the radar and potentially significant.
The Education Freedom Tax Credit – set to begin in 2027 – allows taxpayers to receive a dollar-for-dollar federal tax credit on contributions to scholarship granting organizations. In effect, funds that would otherwise go to taxes can instead support financial aid for students, at no net cost to the donor.
In this piece, Andrew May outlines how the program works and why early coordination could materially expand access to scholarship funding.
Great advising isn’t just about technical know-how. It means understanding the full picture, offering clear guidance, and having the courage to say what we believe is best. When decisions get tough, you need someone who understands your vision and tells you which way to go.
In this piece, Spence Dabbs, Managing Director, Sr. Wealth Advisor, details Truxton’s unique approach to wealth advisory and what it really takes to deliver sound and effective guidance.
