Strategic Advisory
Individual & Family
Philanthropy
Corporate Social
Responsibility & Sustainability
Executive Coaching
We help individuals, families, and foundations design purpose-driven giving strategies that maximize social impact. Our approach ensures that philanthropic dollars are deployed effectively to create lasting change while aligning with your mission and values.
We meet you exactly where you are, designing and implementing innovative strategies that further your legacy and serve as a model of inspiration for future generations.
Our Services Include:
- Family & Private Foundation Start-Up Assistance
- Philanthropic Strategy, Management & Giving
- Portfolio Design
- Multi-Generational and Legacy Planning
- Impact Evaluation & Grantmaking Strategy