Families, Founders, & Next Gen
We help build values-aligned giving strategies and track outcomes like you measure KPIs.
Strategic giving that drives community impact takes time, expertise, and trusted-networks.
Whether you’re just starting to explore being more intentional with your philanthropy or you’re refining a family legacy, we serve as your guide — bringing clarity, structure, and impact to your giving decisions.
Next Generation Leaders
Families & Family Offices
Founders
Private Philanthropists
Donor Advised Fund Holders
Athletes
Previous Impact
Advised founders and next gen leaders of closely-held businesses across industries from global brands to semiconductor firms
Supported philanthropists giving via Donor Advised Funds, family foundations, and other giving vehicles
Directed 150+ grants, including multi-year commitments and small gifts
How We Help
Strategic Planning for Impact
Develop purpose-aligned strategies that reflects your donor intent, focus areas, giving style, and plan for giving
Giving Portfolio Management
Seamlessly manage and advise on donations, budget, back office admin, grantee communication, and donor engagement
Opportunity Evaluation & Analysis
Carefully vet, conduct cause area specific landscape research, and review donation requests
Custom Vetting Rubric
Design tailored evaluation tools that empowers you to evaluate opportunities with clarity and consistency
Impact Measurement
Define success and track outcomes of donations with clear metrics that help inform your future giving decisions
Stakeholder Engagement
Align with family members and wealth, estate, or tax advisors to ensure your philanthropy is unified