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Estate Planning Council of CANADA

Laily Pirbhai

Pirbhai Philanthropic Consulting

 

Member profile details

First name
Laily
Last name
Pirbhai
Organization / Company Name
Pirbhai Philanthropic Consulting
Province
Alberta
City / Town
Calgary
Picture / Headshot
Profession / Category
Gift Planner / Philanthropy Professional
Phone number
+14036070967
Office Address
Unit 3102, 24 Hemlock Crescent SW
Calgary, AB T3C 2Z1
Firm website
www.lailypirbhai.com
Education / Professional Designation(s)
Master Financial Advisor - Philanthropy (MFA-P™) w/Distinction (January 2020).
STEP Affiliate (2022).
Areas of focus or specialization
As a Trusted Philanthropy Advisor, I bring to bear many years of experience serving individual families, private family foundations and wealth management advisors with expertise and guidance in a values-based, cohesive approach to advancing and optimizing acts of benevolence. Philanthropy can often be complex regardless of causes, time horizons and funding. Done effectively, it should entail a wholistic approach with engagement among disciplines from the various professions including charitable gift planning, taxation, financial planning, and estate provisions. Equally important are areas entailing family governance and legacy planning, development of the next generation, business transition and succession, and social impact.

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