“To Give away money is an easy matter and in any man’s power, but to decide to whom to give it and how large and when
and for what purpose and how, is neither in every man’s power nor an easy matter.
Hence, it is that such excellence is rare, praiseworthy and noble”

Aristotle

There are three beneficiaries of your wealth:

i)   your heirs
ii)  the government (taxation), or
iii) your favorite charitable organizations/family foundations

How you choose to allocate your wealth among these three beneficiaries may have a profound impact on your family and community for generations to come.

Marion Consulting, LLC will optimize the relationship between Financial Capital and Social Capital to develop consistency among your goals for financial independence, an appropriate family legacy, and the satisfaction derived from the realization of your social capital legacy.

Financial Capital is comprised of assets and earnings over which you have total control.

Social Capital is the rest of your assets and earnings, which will represent

i)  Involuntary Philanthropy (taxation) or
ii) Voluntary Philanthropy (charitable giving).

This social aspect of wealth has expanded the definition of financial capital, revealing that you have the power to direct how your assets will make a difference for your family and your community. Momentum is building among successful entrepreneurs to direct wealth away from government taxation toward independent non-profit organizations and family foundations.

The power of philanthropic estate planning provides you a rewarding opportunity to direct your social capital towards organizations and causes that will afford you and your family more personal satisfaction and significance. This is another way to chart your course from success to significance.

Where Do Our Taxes Go?

Where Do Our Gifts Go?