Investing in Impact.
We partner with wealth management organizations to meet the philanthropic goals of their clients.
HOW WE HELP wealth ADVISORS
Many financial institutions and family offices offer philanthropic guidance to their clients. We build the capacity of those organizations by providing their teams with training and resources on effective philanthropy. And when the level of philanthropic ambition of a client requires a deeper level of support, they call on us as a trusted partner to advise their clients and help them design, execute, and manage their philanthropy to achieve social impact. Working as part of a client-focused team, we provide world class advice, powerful networks, and high impact social investment opportunities.
We work alongside wealth managers to help their most driven clients achieve their philanthropic ambitions.
For wealth management organizations that don’t yet provide philanthropic advice to clients, we can help them set up such a function or serve that function on their behalf – answering client questions, running workshops and trainings, setting up foundations or donor advised funds, and providing more robust philanthropic support as needed. In our experience, the quality and depth of philanthropic support can serve as a distinguishing feature in attracting and forming deep relationships with high net worth and ultra high net worth clients and their families.
Our Services for wealth Advisors
wealth advisor Philanthropic Capacity
We help wealth management organizations create or enhance the capacity of their internal philanthropy function so they can best help their clients achieve their philanthropic goals.
Distinctive Philanthropic Function
We benchmark competitors, develop strategy, and identify needed services and capacity to make philanthropy a competitive advantage.
Training and Coaching
We build wealth advisors’ knowledge of legal structures, multi-generational giving, and other philanthropic best practices so they can answer their clients’ most common questions.
We answer client questions and provide trusted senior-level advice on grant opportunities, effective philanthropy, multigenerational giving, family and board dynamics, and philanthropic structures.
We conduct workshops and trainings for clients and their families, provide resources on effective philanthropy, and benchmark client giving through our proprietary scorecard assessment.
client advising Services
On behalf of wealth advisors, we help their clients with significant philanthropic ambitions to set and pursue their giving vision and strategy. For a complete list of these services, visit our Individuals & Families page.