For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: Palo Alto Medical Foundation for Health Care, Research & EducationCare, Research and Education

Incorporated in: Palo Alto, CA

PAMF Philanthropy Advisors Council

Name	Organization
Peter LaBoskey	Hopkins & Carley
Carolyn Amster	Burr Pilger Mayer
Nancy Barrett	U.S. Trust
Janet Brewer	Janet L. Brewer, Attorney at Law
Nicola Boone	J.P. Morgan
Brian Dinsmore	Seiler LLP
Ella Duncanson	Lakin Spears, LLP
Dorothea Dutton	The Private Client Reserve, U.S. Bank
Richard Ehrman	Thoits, Love, Hershberger, and McLean
Brad Elman	Elman Insurance Services
Jennifer Friedman	Jorgenson, Siegel McClure & Flegel
Judith Gordon	Grant and Gordon LLP
Harold Hughes	Harold O. Hughes, Attorney at Law
Victoria Kaempf	Lakin Spears, LLP
Julie Kwon	McDermott Will & Emery
Brad Lambert	Wells Fargo Wealth Management
Barbara Loebner	Hopkins & Carley
Rebecca Matteson	Nelson Technology Credit Union
John Osborn	The Private Client Reserve, U.S. Bank
Anna Paiva	Borel Private Bank & Trust Company
Tanya Prioste	Lakin Spears, LLP
Paul Roskoph	Roskoph Associates
Geniveve Ruskus	Lakin Spears, LLP
Thomas Simmons	Morgan Stanley Smith Barney
Mark Vorsatz	WTAS
Jason Whong	The Private Client Reserve, U.S. Bank
Jane Williams	Sand Hill Global Advisors
Jeffrey Yoakum	Lasecke Weil LLC