Services

Philanthropy Strategy

Defining what matters most to you and shaping a strategic giving plan that aligns personal values with meaningful impact. Through in-depth discovery and disciplined planning, we help families, individuals and organisations identify priorities and build clarity around purpose and action.

Family Giving Charters & Legacy Planning

Supporting families in articulating shared values and designing enduring giving frameworks. A robust giving charter promotes collaboration across generations and ensures your philanthropic identity and legacy endure.

Charity Evaluation & Due Diligence

Helping you give with confidence. We conduct rigorous evaluations, background checks and impact assessments of potential partner organisations to ensure your funds are invested wisely, transparently and strategically.

Impact Measurement & Reporting

Philanthropy without measurement is guesswork. We help you track outcomes, produce meaningful reporting and refine strategy over time — strengthening your ability to influence long-term results.

Advisory for Foundations & Private Wealth

We work with foundations, family offices and wealth advisors to integrate philanthropic strategy into broader capital and legacy planning. Our guidance ensures philanthropy is connected to financial stewardship and advisory frameworks that maximise impact.