Individuals & families
Building your Legacy.
We help individuals and families across multiple generations achieve their philanthropic goals.
How we help Individuals & families
Philanthropy is deeply personal and often done in concert with family members. We use our experience leading family foundations and working with some of the world’s most effective philanthropists to support individuals and bring families together around effective philanthropy. We help them clarify how their values inspire their giving, set their shared vision and goals, create structures that best support collective and individual philanthropic interests, learn from diverse viewpoints and on-the-ground experiences, and make smart grants and impact investments that deliver meaningful results. And we handle all of the fuss so they can focus fully on the joy of giving.
WE HELP clients have outsized impact on the issues, people, and places they care most about.
We meet individual and family philanthropists where they are and provide them with the exact right set of services to help them get where they want to go. Some are just starting their philanthropic journey and need a roadmap and grant making support. Others may have a Donor Advised Fund and have been making grants, but want to build more cohesive grant and impact investment portfolios or launch signature initiatives and programs. And some have highly ambitious goals that require a significant level of strategic and operational support. In those cases, we can serve as an outsourced virtual foundation, managing all aspects of a client’s philanthropic activity with rigorous execution – delivering tangible results more quickly and at a lower cost than if they had to hire and train staff. In all cases, we listen carefully, pay attention to family dynamics, and ensure that philanthropic passions are turned into clear strategies and tangible impact.