Jackson Hole Partners - A joint venture between Epstein Partners and Trident Partners
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Tailored wealth advice

Professional guidance that helps inspire confidence

Meeting You Where You Are

Informed solutions at every stage

The proof is in our numbers

$8 billion

Assets under management

21 person

seasoned team


Insights

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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