For Professional Advisors
Wealth Events Bring Challenges. We Help Your Clients Find the Way.
OCF partners with you to ensure that your clients make the most of the financial and philanthropic opportunities that come with a financial windfall.
Like you, we recognize that every person’s values and financial goals are unique. That’s why we offer your clients customized, tax-wise strategies for building a meaningful legacy through wealth events of all kinds, including:
- Lump-sum retirement payout.
- Divorce settlement.
- Sale of a business.
- Legal settlement or verdict.
- Exercised or vested stock options.
- Sale of real estate or other assets.
- Capital markets transaction/initial public offering.
Whether expected or out of the blue, wealth events bring new possibilities as well as potential tax consequences for your clients and their families. As Oregon’s largest charitable organization, with decades of expertise in our state, OCF is here to help as you guide your clients through the financial, legal and emotional consequences of wealth events.