Our Services

Strategic advisory to clarify the family’s guiding values, mission, and legacy vision. Ideal for families in transition or preparing to formalize their philanthropic identity.
 

Deliverables may include:
 

• Founding family mission and vision statements

• Purpose articulation frameworks for founders, heirs, and family entities

• Alignment mapping between family identity, values, and philanthropic priorities

• Narrative integration into family office or foundation planning documents

• Vision-based briefing for advisors, staff, or next-gen members

Preparation and facilitation for smooth, values-aligned transitions of leadership, assets, and voice.
Supports both family and enterprise-level planning.

Deliverables may include:
 

• Generational readiness assessments and role-mapping exercises

• Succession scenario development and founder legacy planning

• Heir coaching and mentorship protocols

• Family communication guidelines and shared values glossary

• Transition ceremonies or facilitated generational dialogues

Design, refinement, and execution of philanthropic initiatives that reflect the family’s deepest values. Ideal for families establishing or evolving a foundation, DAF, or signature initiative.
 

Deliverables may include:
 

• Philanthropic mission and values statements

• Giving criteria, focus area frameworks, and due diligence protocols

• Nonprofit partner vetting and relationship management tools

• Grant cycle structures and decision frameworks

• Annual family impact report or legacy impact publication

Curated tools and experiences to preserve, express, and activate the family’s narrative.  A foundation for values transmission, storytelling, and emotional continuity.
 

Deliverables may include:
 

• Oral history interviews and archive development (audio, video, or transcript)

• Personal or family legacy letters and ethical wills

• Multigenerational values charter or storybook

• Visual family timelines or impact heritage reports

• Integration of legacy themes into foundation communications or giving platforms

• Legacy-focused annual meetings and retreats
   

Relational oversight and stakeholder alignment for families managing complex philanthropic ecosystems. Strengthens internal cohesion and external collaboration.
 

Deliverables may include:
 

• Family office or foundation partner role mapping

• Communication flow protocols between family members, staff, and external advisors

• Conflict-prevention and repair frameworks

• Trusted advisor integration briefings

• Strategic convenings or partnership planning retreats

• Site and program tour, visits, and evaluations

Development of operating models and decision-making structures that support long-term family and mission continuity. Builds stability and clarity across generations and entities.
 

Deliverables may include:
 

• Custom governance charters and family constitutions

• Family meeting formats and agenda templates

• Decision rights frameworks for family councils or boards

• Conflict resolution protocols and relational agreements

• Governance architecture integrated with legal and fiduciary structures