Our Services
We help you identify where and how you can make the greatest impact – across generations, entities, and evolving priorities – and then bring those ideas to life.
Strategy & Programs:
We help you identify where and how you can make the greatest impact – across generations, entities, and evolving priorities – and then bring those ideas to life.
● Articulation of purpose and priorities
● Learning journey design and facilitation
● Landscape analysis and peer benchmarking
● Strategy development
● Initiative and fund design, structure, and launch
● Convening and cohort facilitation
Operations
We ensure you have the right structures, capacity, and resources in place to carry out your vision effectively – and specialize in lean and non-traditional approaches.
● Organizational design and evolution
● Family office and philanthropic ecosystem advisory
● Staff recruitment and onboarding
● Retreat design and facilitation
Coaching & Advisory
We serve as a trusted thought partner and coach to principals and senior leaders navigating complex roles, family dynamics, and organizational transitions, helping you navigate complexity, gain perspective, and strengthen decision-making.
● Ongoing advisory and strategic counsel
● Leadership and role clarity coaching
● Support for senior staff in high-pressure or transitional roles
Governance
We strengthen decision-making, engagement, and strategic oversight — ensuring governance structures evolve with your ambitions.
● Governance design and facilitation
● Advisory board strategy and development
● Next-generation engagement and support
Who We Work With
● Individuals & Families: Navigating new phases of giving, next-generation transitions, or legacy planning.
● Family Offices: Integrating philanthropy within broader wealth structures and coordinating across generations and entities.
● Wealth Advisors: Trusted partners seeking expert philanthropic advisory for clients.