Who We Serve
Families & Individual Donors
Trusted By:
Peterffy
Foundation
Hopper Dean
Foundation
Families approach philanthropy with a wide range of questions...
How do we begin giving in a way that feels purposeful? How do we navigate generational transitions while honoring both tradition and new voices? How do we align personal commitments with collective decisions, or manage philanthropy in the midst of complex family dynamics? How do we update or change our giving to best advance our goals today?
These are challenges we understand, and they are where our work begins. We partner with individuals and families to clarify purpose, design giving practices, and create durable structures that carry values forward. Whether serving as hands-on staff for a foundation or providing strategic guidance for a family, we help giving feel clear, grounded, and lasting.
If this resonates with your situation, contact us to begin a conversation.
Service Areas
Giving practices
We help families decide how they want to give, from setting up funds to choosing focus areas.
Strategy & Program Design
We create giving plans that reflect family priorities and include multiple generations.
Program & Operational Support
We provide staff capacity for family foundations or support short- or long-term grantmaking, projects, or transitions.
Governance
We advise on decision-making, succession, and structures that keep giving consistent over time.
Research & Learning
We offer tools and guidance to help family members, including future generations, understand and direct their giving.
