Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
With tax season looming, now is a good time to review upcoming changes that may impact your financial strategy. While tax planning for 2024 is largely set, several key changes will take effect in 2025 that could influence your ...
If you’ve been part of the LCM family for some time, you are already familiar with our annual gifting tradition. Each year, two charitable organizations are selected by two of our team members to receive a donation on behalf of y...
Year-end tax planning is an essential component of comprehensive financial management. While many tend to put off this process until December, proactively considering strategies to maximize tax benefits throughout the year can ...
For our family of clients, it will come as no surprise that giving is in our DNA here at Leisure Capital. ‘Giving purposefully’ is a key component of our mission statement, which includes assisting our clients achieve their own ph...
For years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...
If Gideon Bernstein has one theme in life, it is surely ‘giving.’ A founding partner of Leisure Capital Management and our Chief Investment Officer, he spends many of his days helping our clients grow and protect their wealth. Muc...
In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...
The CARES Act can boost your giving power
The coronavirus has been devastating for individuals, businesses, and communities the world over. And yet one shining light throughout the pandemic has been the outpouring of love and...
Every year, around the holidays, we get questions on how to lower tax bills and charitable giving always comes to the forefront of the conversation. How fitting that a gift can both be rewarding to the recipient, but reciprocal...
