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October 23, 2025
Gifting & Charitable Giving Strategies – Ahead of the Holiday Rush
As the holiday season approaches, many families begin thinking about how to give meaningfully—whether through personal gifts, philanthropic contributions, or tax-efficient transfers of wealth. For high-net-worth families, the end of the year presents a unique opportunity to align generosity with smart planning. At Piedmont, we work closely with attorneys, CPAs and other advisors to ensure gifting strategies are optimized to best suit the desires of the families we serve. Here are some ideas to keep in mind before the holiday rush begins: CONTINUE READING
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