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December 20, 2018. Category: News

January 2019 Spotlight Client

We are proud to say that we have simply amazing people in our family of clients. Each month we take time out to shine a spotlight on our clients’ accomplishments, passions and experiences.

 Please meet Lita Reyes. Lita advises individuals and families on comprehensive philanthropic planning with a special emphasis on getting younger generations involved with giving. She has extensive experience working in charitable organizations, including private foundations and public charities. She helps her clients achieve their giving goals by focusing on their values, and finding the nonprofits that are aligned and making an impact. She is a University of Florida graduate, and lives in San Francisco with her partner, Scott, and their two rescue cats, Shannon and Pete.

 We are pleased to have effectively served Lita with her family’s elder law needs. To show our appreciation for her trust in us, we have made a donation to the San Francisco SPCA.