Philanthropy that reflects family values

consulting families

Each family engagement is unique and requires a personalized approach.

The most frequently requested consulting topics include:
· Philanthropy planning – ensuring that philanthropy goals are integrated with and complementary to new or revised estate plans
· Family foundations – creating a strategic and effective giving structure to support a family’s philanthropy objectives
· Philanthropy as a family communications tool – strengthening or restoring family communications by identifying and uniting around a common philanthropic mission