3508 Far West Blvd, Suite 250 | Austin, TX 78731-3080 | Phone: 512.476.6392
Charitable Planning
A tax-favored transfer strategy is the transfer of family assets to public and/or private charities. These charities often include family foundations that are managed by family members. The family retains control over the gifted assets and access to income generated by these assets.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc.
A Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC
is independently owned and operated.
The principal place of business and the state of domicile for is:
3508 Far West Blvd., Suite 250
Austin, TX 78731-3080
512.476.6392
is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.