Philanthropy

Aligning Wealth With Purpose

At NorthRock, we believe wealth is more than a number.
It is an opportunity to create meaningful impact.

Our Personal Office® approach integrates philanthropic planning and charitable giving strategies into your broader financial life, alinging your generosity with your values, as well as your overall tax strategy, estate plan, and long-term goals.

Whether it involves structuring donor-advised funds, developing a charitable giving plan, or designing multi-generational legacy strategies, our team helps you give with clarity and purpose.

Philanthropy as part of the Personal Office®

Giving is not an afterthought. It is one of the eight areas of expertise included in your Personal Office®. We connect philanthropy with tax planning, estate planning, investment management, and cash flow so your giving remains effective and efficient. This integration means that every donation is both generous and strategic. Each gift, large or small, is designed to amplify its impact on the causes you care about the most.

Foundation X: For individuals or families who want to go further

For many individuals and families, generosity shows up in more ways than traditional charitable giving. It includes strategic decisions, long-term planning and the desire to make a lasting impact.

That is why NorthRock created Foundation X, a dedicated organization that supports clients and helps navigate every dimension of their giving. Through Foundation X, we provide holistic and specialized support services that reach beyond personal giving strategies.

Our services include:

Designing and structuring

new philanthropic vehicles

Managing the administration

compliance, and operations of existing foundations

Guiding families

through governance, grant-making strategy, and long-term planning

Providing ongoing advice

to help align values, goals and giving.

Foundation X is available to clients who want philanthropy to be an intentional and integrated part of their legacy. For everyone else, philanthropic advice remains an essential part of the Personal Office®.