Philanthropy Strategy
Providing help to define what matters most to you. Through in-depth conversations and discovery, we help families and individuals clarify their values, set clear giving goals, and build a strategic plan for impactful philanthropy that aligns with both personal legacy and community need.
Family Giving Charters & Legacy Planning
Supporting families in articulating shared values and creating giving charters that stand the test of time. This process fosters collaboration across generations and ensures your family's philanthropic identity and legacy endure.
Charity Evaluation & Due Diligence
Helping you give with confidence. By providing detailed evaluations, background checks, and impact reports on potential charity partners, we ensure your funds are invested wisely and transparently.
Impact Measurement & Reporting
Philanthropy without measurement is guesswork. We help you track the outcomes of your giving, produce meaningful reports, and refine your strategy to maximise impact year after year.