working together to amplify philanthropy

INDIVIDUALS + FAMILIES

Many families seek to integrate philanthropy into their wealth planning in a way that reflects their values and legacy. Whether you are just beginning your giving journey or looking to refine an established approach, our Advisors help families:

Define shared charitable goals and priorities
Engage multiple generations in giving
Structure donations for long-term impact
Ensure financial sustainability while maximizing generosity

FAMILY OFFICES + Wealth Managers

Family offices manage significant wealth and often manage complex philanthropic initiatives. Our Advisors work alongside these teams to create and implement tailored strategies that align with financial, tax, and legacy planning:

Designing and managing philanthropic portfolios
Advising on donor-advised funds, private foundations, and impact investing
Providing governance and compliance guidance
Facilitating family participation and education

FOUNDATIONS

Private and family foundations play a critical role
in advancing social change, but they require careful planning and oversight to be effective. I support foundations by:

Establishing governance and grantmaking frameworks
Developing impact measurement strategies
Navigating regulatory and compliance requirements
Refining philanthropic strategies for greater efficiency and effectiveness

TRUSTED CLIENTS

  • EVERGREEN IMPACT ADVISORS
  • foundation services

No matter where you are in your philanthropic journey,

We provide expert guidance to help you give with intention, clarity, and lasting impact.