Personal Advising

• We create opportunities and connections to use your non-financial capital to pursue your purpose, enjoy your legacy, and achieve lifetime goals.

• Our process focuses on your values, family capital, and generational goals and stewarding them into your financial plans and philanthropic portfolio.

Family Enterprises

• We develop strong bridges, shared values, and a unifying theme between family, business, and charitable giving plans that becomes a multigenerational system that can be enjoyed now and stewarded by heirs.

• We advocate on behalf of your personal values, family mission, & community interests with your trusted advisors and in public.

21st Century Philanthropy Workshops

• Half-Day: 2-modules, client-specific presentation, human capital building exercises, and a continued learning packet.

• Full-Day: 4-modules, non-financial asset discovery, client-specific presentation, soft skills training exercises, client-specific case studies, and a continued learning packet.

• Modules: 21st Century Family Enterprises; Matching Time & Talents to Charitable Needs; Capitalizing on Non-Financial Wealth; Discovering Family Purpose, Mission, & Values; Guiding Passion into Impact; Intergenerational Communication & Legacy Transitions.

Annual Giving Strategy

• Working with your investment, estate, and tax advisors, we also offer a flat fee based on a percentage of the client's total annual charitable giving to provide annual philanthropic strategy, management, and oversight.

• This client-advisor structure provides a human relationship with their charitable giving and more of the client’s assets to be strategically invested into their legacy and community instead of administrative and management fees.