Philanthropy & Impact
From our experience, giving can be deeply unfulfilling if it isn’t done in the right way.
We help families shape philanthropic strategies that feel purposeful, personal and effective.
Example services include:
- Management of family foundations or donor-advised funds
- Development of philanthropy strategy
- Sourcing, due diligence, and ongoing monitoring of grants
- Annual grant reporting and SORP compliance
- Next generation education and involvement in giving
Whether supporting local initiatives or establishing or managing charitable foundations, we manage the structure, administration and reporting: turning generosity into genuine impact.
