We act as an integrated extension of your practice. Building on the Annual Partnership, we hold monthly strategic planning sessions to review your client pipeline, proactively identify philanthropic opportunities, and coordinate multi-generational legacy planning.
We join key client meetings to provide targeted philanthropic expertise. We also design custom educational programming for your practice, including dinner seminars, family philanthropy workshops, and next-generation events.
Your clients gain full access to our advisory services, including foundation feasibility studies, impact evaluation, and family governance facilitation. To further support your growth, we provide thought leadership content for your marketing and train your team to identify and discuss charitable giving opportunities.
Pricing: Customized based on practice size, client complexity, and integration scope.
Timeline: Multi-year partnership (2-year minimum commitment).
Best For: Advisors serving high-net-worth clients who require integrated financial, tax, and philanthropic legacy planning.
We act as an integrated extension of your practice. Building on the Annual Partnership, we hold monthly strategic planning sessions to review your client pipeline, proactively identify philanthropic opportunities, and coordinate multi-generational legacy planning.
We join key client meetings to provide targeted philanthropic expertise. We also design custom educational programming for your practice, including dinner seminars, family philanthropy workshops, and next-generation events.
Your clients gain full access to our advisory services, including foundation feasibility studies, impact evaluation, and family governance facilitation. To further support your growth, we provide thought leadership content for your marketing and train your team to identify and discuss charitable giving opportunities.
Pricing: Customized based on practice size, client complexity, and integration scope.
Timeline: Multi-year partnership (2-year minimum commitment).
Best For: Advisors serving high-net-worth clients who require integrated financial, tax, and philanthropic legacy planning.
