How Ensemble Partners With Accounting Professionals
Ensemble Capital Management, LLC, is a registered investment advisor with a disciplined process and a unique specialty in investing and structuring assets for philanthropic purposes.
If your firm serves clients who engage in more than $25,000 of philanthropic giving a year, Ensemble can help you organize and oversee their giving in ways that will make the process more effective and efficient for both you and them.
We employ a sophisticated decision-making regimen to determine the right philanthropic vehicle for your clients. Ensemble’s Philanthropic Optimization Process® offers a unique procedure designed to empower your clients’ generosity.
Our Philanthropic Platform
Ensemble Capital has developed a unique platform that eliminates the need to navigate the philanthropic landscape on your own. When you work with Ensemble, you employ the efficiency of our turnkey platform to launch whatever philanthropic vehicle you and your client specify.
Ensemble’s platform supports all five of the philanthropic vehicles that individuals can initiate. In most cases, we can have your client’s account up and running in a matter of days.
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Supporting Organizations
Ongoing Administration
Some people hesitate to start a philanthropic vehicle because of their perception that they require a lot of ongoing paperwork. With Ensemble, all of the ongoing administration is taken care of for you.
Through a series of partnerships with the country’s leading administrators, Ensemble is able to offer our clients a comprehensive solution that lets them focus on giving. Depending on the philanthropic vehicle, our administrative services include everything from check writing and record keeping to compliance and nonprofit research.
An unbiased source of complete solutions
Ensemble has no incentive to convince a client to use one vehicle over another, or any vehicle at all. This lack of bias and comprehensive approach to implementation is one of the reasons why our clients value Ensemble’s approach to philanthropic investment.
We firmly believe that accounting professionals are among those who benefit most from the Ensemble approach. Our technological and reporting platform is second to none, making your job that much easier and freeing you to concentrate on more strategic challenges.
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Learn More
We believe that the story of Ensemble Capital is best told one-on-one. If you would like to schedule an in person meeting or sign up for a 50 minute philanthropic workshop which follows the guidelines specified in the California Board of Accountancy Regulations for continuing education credits, please follow the link below.