Services for Family Offices

Navigating the world of philanthropy can introduce its own unique complexities. Managing grants, due diligence, compliance, and reporting for extensive charitable activities can divert valuable resources and time from core financial management.

As a dedicated philanthropic advisor, I partner with family offices to provide the specialized expertise needed, seamlessly integrating with your comprehensive services. Here are three key ways I can help your family office:

Cultivate a Unified Philanthropic Vision Across Generations

I facilitate engaging discussions to uncover and articulate collective philanthropic values and goals. This process helps align diverse interests, develop a shared giving strategy, and create a roadmap for current and future generations to participate meaningfully in their charitable legacy.




Streamline Philanthropic Operations & Provide Expert Stewardship

I simplify the entire philanthropic process, handling the intricate administrative tasks including charitable due diligence, grantmaking procedures, reporting, and ongoing stewardship of charitable assets. This frees up your team's valuable time, allowing the family office to focus on core wealth management while ensuring all charitable activities are managed efficiently and transparently.


Optimize Giving Strategies for Maximum Impact & Efficiency

Once you've established the financial and legal frameworks, I advise on the most effective charitable vehicles and giving strategies tailored to the family's specific goals. Whether it involves Donor-Advised Funds, private foundations, or other sophisticated structures, we help implement solutions that maximize impact (as advised by your designated financial expert), and ensure long-term sustainability.