ADVISORY

Our advisory service supports philanthropists, family offices and foundations to design and deliver giving that is strategic, joyful and high impact. We help you clarify purpose and values, select focus areas, build a coherent theory of change and choose the right vehicles and partners. We provide due diligence, grantmaking frameworks, portfolio design, governance guidance and impact monitoring that is proportionate and useful.

Whether you are setting up a new foundation, refreshing an existing strategy or exploring innovative models, we bring independent insight, discretion and a clear line of sight from intention to outcomes. We also facilitate family and board conversations, align stakeholders and translate research into practical decisions, making generosity work for both the giver and the communities you serve.

We help philanthropists families and foundations give with clarity purpose and joy. Moving from scattered giving to focused portfolios, from intuition to due diligence and from good intentions to measurable outcomes.