Tiffany is a fiduciary consultant who works with families and helps guide them through complicated situations including transitioning a business, planning philanthropy, values-based estate planning, estate, income and appreciation tax concerns. She works as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities to act as a fiduciary and ensure that the clients’ best interests are always first.
Her experience as a retired wealth advisor, Chartered Advisor in Philanthropy, CAP®, Certified Exit Planning Advisor, CEPA, and Fellow in Charitable Estate Planning, FCEP, has given her the tools to work effectively as an advisory team member with the best interest of the family as her only focus. As a flat fee consultant, she does not sell products nor write documents so there is no conflict of interest with other advisors.
Tax-advantaged planning takes a team of advisors from multiple disciplines. We enjoy collaborating with our client's existing team of advisors and are happy to make introductions to other trusted advisors as needed. We bring big-picture perspectives that are in our client's best interest and work with tax, legal, financial and business advisors to formulate a comprehensive plan that works from all angles.
Often advisors get siloed in fields, industries and specialties. We understand the advisor's perspective and bridge gaps of understanding, knowledge and collaboration for the best outcomes for our clients.
"Tiffany House is a shining beacon of support in the nonprofit community. As CEO, there are so many areas of the business to attend to, one of the more complicated is unpacking and understanding the ever-changing world of estate and tax planning. Tiffany makes it easy for me, for our donors, and the broader community. She is a pleasure to work with and throws herself into serving the community is so many areas. I am grateful to have had Tiffany’s expertise as an AEBI mentor and on our Finance Committee."
“Tiffany has an unmatched passion for planned giving. I’ve seen it first-hand as she works with donors, charities, and other professional advisors. She explains concepts clearly and concisely and can teach others about philanthropy in a way that inspires them to embrace both simple and complex strategies for charitable giving.”
"I have worked with Tiffany for over 7 years. Tiffany is highly educated in Planned Giving strategies and is a leader and expert in the industry. If I have a question about estate planning or creating a planned gift for one of my donors, I call Tiffany, as she is a wealth of knowledge and a trusted source. Tiffany is not only committed to her clients but has given back countless hours of service to the community elevating non-profits. Tiffany is also an exceptional person and a joy to work with."
Being an active member of the community is important. Tiffany is the Past-President of Planned Giving Round Table of Arizona (PGRT). She is a board member of Junior Achievement and Check for a Lump! She has participated in other non-profit boards and is an advisory board member for multiple non-profit organizations. She mentors with the Arizona Community Foundation’s Endowment Building Initiative and is a graduate of Scottsdale Leadership Class 31. She is always looking to grow and develop and participates in Landmark Education and has been an EO Accelerator Member.
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