Strategic Philanthropy & Purpose Investments

With wealth and privilege comes an opportunity to give back and make a difference in the world. Some families want to support their communities at home. Others prefer to get involved in social change on a global scale. Wherever and however your family is motivated to give, we can help.

Our strategic advisory process not only has the power to help every individual in your family express their unique philanthropic motivation—it has the power to bring your family together around what matters most to you.

Core Solutions

A Strategic Approach

We start by exploring your interests—a discovery process that results in a plan designed to mobilize your resources and realize your vision for change..

Your plan is supported by an integrated platform of philanthropic solutions that can be integrated with your investment plan and portfolio.

As we implement your plan, we carefully measure results—so you can see the impact of your giving, and how the results align with your values and purpose.

Family Enterprise Solutions

Philanthropic Advisory

We provide:

  • Strategic planning integrated within the overall wealth planning process
  • Program development and due diligence
  • Guidance on charitable structuring
  • Generational and family engagement, education, governance and succession planning
  • Implementation, including referrals to specialists and collaborative giving
  • Monitoring and evaluation

Specialized Services

Purpose Investments

We offer specialized expertise to help with everything from traditional screening to ESG integration to impact investing. We provide:

  • Advice on capital deployment
  • Allocation in a range of asset classes, including funds, and public equity and debt
  • Purpose Investment strategy, policy statement development, due diligence, and impact monitoring

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