KORE Cares

LASTING LEGACY

Our conversations with families center around issues – what are they passionate about and how they can affect change? This leads to an end-to-end philanthropic journey beginning with helping our families decide on their priorities. Once in place, we help think about which assets are most efficient to donate (liquid vs illiquid), what type of structure is best equipped to receive the charitable donation (DAF, Charitable Trust or Foundation) and which organizations are best aligned to support and deliver the highest impact in the future. You might say that we help develop a family’s “philanthropic pie”.

VALUES BASED INVESTING

Through our Innovation Lab, we have discovered, diligenced and implemented new technologies and strategies that help us empower our clients to express their values not only in the way that they give, but in the way they invest. Our clients’ passions range from the environment to social justice to substance abuse to education. We “lean in” to the areas our clients support and deliver the most innovative and tax-effective way to invest their philanthropic dollars.

DOING RIGHT BY COMMUNITY

At KORE, we are grateful for what we have and want to deploy our own resources in ways that help others. Through a common commitment, we support organizations who’s missions align with the issues we care about. We find that this often overlaps with issues meaningful to our clients. Philanthropy is not an one-off event at KORE, it is a part of our everyday DNA.

 

Kore Cares Outline

 

Kore Private Wealth, LLC
PORTAL ACCESS ACKNOWLEDGMENT

 

As a client of Kore Private Wealth, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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