For centuries, the world’s wealthiest individuals and families have sought to serve humanity and promote the wellbeing of others through their philanthropy.
A reflection of collective identity and deeply held values, a family’s philanthropy is part of its legacy to make the world a better place.
Philanthropy can also bring families closer together, enriching the lives of their individual members and strengthening the bonds between generations.
Our Philanthropic Advisory service helps you craft a bespoke strategic framework that seeks to create meaningful impact and a lasting legacy.
We begin by helping you define your desired legacy, your mission statement, and the guidelines for giving and investing that will provide structure and direction around your philanthropy.
We help you navigate the statutory compliance requirements of various giving vehicles and share best practices, connecting you to industry professionals who can provide additional infrastructure support.