Give More Fearlessly

Generosity should feel empowering, not overwhelming. Purposeful giving allows you to support what matters most with confidence.

WHAT WE’LL ACCOMPLISH

Generosity with Clarity and Purpose

We design strategies that help you give boldly, with confidence in your impact and alignment with your values.

Charitable Giving Strategies

Create tax-efficient plans that maximize the reach of your generosity.

Philanthropic Planning

Align giving with your values to create meaningful, lasting impact.

Family Legacy Conversations

Facilitate clarity across generations so your giving reflects shared purpose.

Integration with Your Financial Plan

Strive for generosity is seamlessly woven into your broader wealth strategy.

For many families, giving is one of the most meaningful expressions of wealth. But without a plan, questions about timing, impact, and taxes can make generosity feel uncertain. At Morrison Nordmann, we simplify charitable planning with strategies that align with your values, maximize your impact, and give you confidence in every decision. With clarity at the center, you can give boldly today while shaping the legacy you want for tomorrow.

We help transform generosity into purpose. By designing tax-efficient charitable strategies and aligning them with your financial plan, we empower you to give more freely. Whether supporting family, faith, or community causes, we bring clarity to your giving so you can focus on the joy of making an impact.

Virtual Family Office

Our Virtual Family Office provides elite-level wealth management, integrating investment, tax, and estate planning—without the overhead of a traditional family office.

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Income Conductor

Income Conductor® creates a structured, time-segmented income plan, giving you financial confidence and clarity at every stage of retirement.

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Related Resources

Episode 48 | May 12, 2026

Redefining Wealth Management for Business Owners (Feat: Andree Mohr)

What does wealth management look like when it’s truly built for business owners?In this episode of Path to Abundant Living, we sit down with Andree Mohr, President of Integrated Partners, to explore how the wealth management industry is evolving—and why traditional models often fall short for entrepreneurs.Andree shares her journey into the industry and the vision she’s now leading at Integrated, where the focus is on delivering a more coordinated, proactive, and deeply integrated experience for clients—especially business owners navigating complex financial decisions.At the center of the conversation is a powerful idea: business-owner transitions can’t be solved in silos.

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Episode 47 | April 15, 2026

From Success to Significance: Rethinking the Exit (Feat: Micah Brandenburg & Elise Brandenburg, Legendary Exits)

What does it really mean to exit your business and your identity?In this episode of Path to Abundant Living, we sit down with Micah Brandenburg and Elise Brandenburg of Legendary Exits to explore a topic that most business owners avoid until it’s too late: what happens after the exit.Micah Brandenburg is the founder of Legendary Exits, a business exit advisory firm based in Greenville, SC.

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Episode 46 | March 25, 2026

Rebuilding Employer Healthcare from the Ground Up (Feat: Lee Lewis)

Employer-sponsored healthcare covers more than 150 million Americans — yet costs continue to rise, outcomes remain inconsistent, and employee experience often falls short.In this episode of Path to Abundant Living, Matt Nordmann sits down with Lee Lewis, Chief Strategy Officer of the Health Transformation Alliance, to examine what’s fundamentally broken in employer healthcare — and what it would take to rebuild it from the ground up.Drawing from his experience advising Fortune 10 employers, launching two dozen health-benefit startups, and helping shape open-source employer benefits strategy through Health Rosetta, Lee offers a candid look at why decades of “cost containment” haven’t worked.

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Episode 45 | January 28, 2026

Investing When the Rules Keep Changing (Feat: Adam Butler)

In this episode of Path to Abundant Living, host Matt Nordmann sits down with Adam Butler, Chief Investment Officer at ReSolve Asset Management, for a wide-ranging conversation on how investing has evolved in a world where the old rules no longer apply.Drawing on more than two decades of experience across multiple market regimes, Adam shares how lessons from the 2008 financial crisis reshaped his thinking around risk, diversification, and portfolio construction.

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