What We Do
Core Services
Organizational Review/Staffing
Evaluating teams and leaderships to improve objectivity and decision-making.
Philanthropic Vision
Advising on the setting up of foundations for new philanthropists and on the reform and repurposing of existing vehicles.
Financial Planning
Designing efficient tax and investment management structures to match foundations/trusts long term needs.
Generational Planning
Advising on families’ philanthropic strategy as part of their generational transition.
Governance
Advising on board/trustee reorganizations and governance plans. Monitoring effectiveness, preserve donor intent and guarantee longevity.
Programs and Strategies
Program Selection
Advising on the initiation of programs, and agreeing metrics for success and performance.
Program Management
Designing the mission and philanthropic programs, including recruiting staff, engaging funders, and governance structures
Family Councils
Curating large and small events for families to review goals and partnerships.
Research and Academia
Advising on new academic research and collaboration models.
Program Review
Providing top level or deep dive reviews into new and existing philanthropic ideas and projects.
Public Events and Initiatives
Advising on competitions and prizes, public events and media campaigns.
Communications and Public Engagement
Thought Leadership
Providing counsel on representation at major private meetings and gatherings. Advising pm commentary and media strategy, placing clients in the public debate on issues they support.
Public Affairs
Working with clients on their positioning and engagement, and the leverage they can bring to areas of philanthropic focus.
Communications
Advising on communications agenda, designing advocacy and public affairs initiatives and community outreach.
Advocacy
Designing advocacy programs that influence change.
Crisis and Reputation
Advising on crisis management, managing reputation and media engagement, protecting the interests and reputations of key personnel.