Ongoing social, political, and environmental challenges have raised the importance of philanthropic engagement for many wealthy individuals. We partner with wealth managers on engagements at a variety of levels. We can help:
Support client efforts to understand their desired areas of focus and develop a theory of change
Design and implement philanthropic plans that align with client financial plans
Provide an experienced philanthropic advising resource for clients
Deepen engagement with a client’s entire family by aligning plans with their values
Offer an end-to-end philanthropic solution that runs from planning to implementation
Support wealth management firm referral networks
We also offer support at a variety of levels:
Consulting 1:1s with clients
Educational and training sessions for wealth management firms
Outsourced offering in coordination with manager to dive in and support client philanthropy
