We believe our most valuable assets are the people that make up Litman Gregory and the strong reputation for integrity, intellectual honesty, and excellence that we have earned over the years in our relationships with clients, business associates, and the national financial media. This reputation has been established by taking great care to cultivate a team of highly skilled professionals who share our core values and who have a passion for our profession. The resulting company culture and the people behind it are the foundation for our continued success.
We are active participants in our communities, as individuals and as a firm.
The Litman Gregory Charity Partnership Program proudly supports two local nonprofits dedicated to alleviating and preventing homelessness. Our involvement includes volunteer opportunities for all employees in addition to meaningful financial contribution:
One of the longest continually operating social service agencies in California, based in San Francisco. Compass counselors work with families to develop a personalized housing plan while providing them with the support they need to stabilize, get back on their feet, and go forward on the path to self-sufficiency. Compass provides childcare, healthcare, education, employment, shelter, transitional housing, mental health care, legal services and a host of basic needs services to address each family’s unique circumstances as they work toward housing stability, self-sufficiency and well-being.
SHELTER, Inc. strives to realize a vision: Re-building lives, one family at a time, by giving them a home, the skills, and the resources to live the life they deserve. Each year, SHELTER, Inc. helps over 6,000 men, women and children in Contra Costa County; almost half of those helped are children.
More recently, with so much of our immediate community impacted by devastating fires, we, as a firm and as individual employees, have directed additional donations to Northern California victims through two long-standing local organizations: Napa Valley Community Foundation and Sonoma County Community Foundation. In keeping with the advice that we would give our clients, we carefully planned our giving to support these entities in a way that should generate the most impact. Both foundations are long established members of their communities and will administer these funds in partnership with local service organizations.
A Giving Plan for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean most to you. We help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation.
Bill Thompson Joins Our Wealth Management Team
We are pleased to announce that Bill Thompson has joined Litman Gregory as a Senior Advisor and director of the Endowments & Foundations Group. Bill is a longtime friend of the firm, and brings over 20 years of experience advising institutional and high-net-worth investors.