Align your family around giving

How we work together:
We facilitate a structured process to align your family around philanthropic vision and create governance systems that work. This includes individual conversations with family members, a full-day family retreat to explore values and establish giving priorities, development of your family's philanthropic governance structure, and evaluation of the right vehicles (private foundation, DAF, trusts, direct giving). You'll receive a comprehensive family philanthropy plan with clear governance, decision-making processes, and a multi-year giving strategy. We provide three follow-up sessions over the first year to support implementation and address challenges as they emerge.

Timeline: 12-month intensive engagement

Investment: Starting at $25,000
Customized based on family size and complexity

Best for: Families ready to formalize their philanthropic approach and establish systems for multi-generational engagement.

Strategic guidance four times a year

How we work together:
We meet with your family quarterly for strategic advisory sessions that address whatever matters most at that moment—upcoming major grants, family governance questions, generational transition planning, or coordination with your wealth advisors. Before each session, we review relevant documents and conduct any necessary research. Between sessions, we facilitate family governance meetings as needed, provide written guidance on complex decisions, and remain available via email and phone for questions that require strategic input before your next scheduled session.

Timeline: 12-month partnership with quarterly sessions (renews annually)

Investment: Starting at $32,000 annually
Customized based on family complexity and scope

Best for: Established families with solid philanthropic systems who want regular strategic partnership—ideal for families with capable leadership managing day-to-day operations.

Your dedicated philanthropic partner

How we work together:
We become your family's philanthropic advisor, meeting monthly for strategic calls to work through decisions, address opportunities, and ensure your giving evolves with your family's needs. We facilitate family governance meetings, coordinate with your estate planning attorneys and wealth advisors to integrate philanthropy with your broader plans, conduct due diligence on major grants, manage nonprofit partner relationships, and provide guidance on complex situations requiring immediate attention. We develop impact evaluation frameworks, create legacy documentation for future generations, and help navigate family dynamics around giving. You have year-round priority access as questions and opportunities arise.

Timeline: Ongoing partnership (minimum 2-year commitment)

Investment: Starting at $45,000 annually
Fully customized based on family complexity, asset levels, and philanthropic scope

Best for: High-net-worth families with significant charitable assets, complex governance needs, and multi-generational considerations requiring dedicated strategic partnership.