HOW WE WORK
From intention to lasting impact.
Every situation is different, so we offer three areas of focus that start where you are and work on what you need.
01
02
03
CLARITY
CONSTRUCTING
CONTINUITY
THIS MATTERS WHEN:
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You are building a new philanthropic or impact project from scratch and want it to reflect who you are.
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Your current foundation, business or investment structure no longer matches what you want to achieve.
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You are coming out of a liquidity event and aren't yet sure what your next steps should be.
YOU GAIN:
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A clear view of your core values and how they shape what comes next.
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Your personal reference document for every decision that follows, describing how your values relate to your intended projects. Yours to use, and to share with your other advisers.
01
CLARITY
In your values and impact direction.
Defining your intention and deciding what your wealth is for lays the foundation that everything else is built on. Values before vehicles.
A chance to focus on what you want your wealth to achieve, and to settle the key questions before any structure is chosen. This work adapts to individuals, couples, or a family working together.
THIS MATTERS WHEN:
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You have a foundation, investment structure or impact project and want a full assessment of whether it still reflects your values and objectives.
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Your family business, foundation or social impact structure has hit a roadblock, whether at a board or operations level.
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You are starting out and need to develop the strategy and implementation plan for a new foundation or impact project.
YOU GAIN:
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A clear vision for the next steps, and peace of mind for the future.
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A personalized, fully documented strategy and implementation plan for your current and new impact projects.
02
CONSTRUCTION
Your impact strategy, and the vehicles to carry it.
A strong strategy reflects your values, gives you a flexible roadmap, and adapts as circumstances change without losing sight of your objectives.
A strategy alone won’t guarantee you reach your goals, especially if neither the strategy nor its implementation plan reflects your values. We work with you to shape or realign your impact strategy, and choose the right vehicles to carry it forward:
THIS MATTERS WHEN:
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There is a breakdown in governance involving the family, putting a foundation, family office or business at risk.
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Tensions have surfaced between members with children and members without during succession discussions.Your foundation, business or family office has no obvious successor, and no one has yet decided whether it continues, is sold or is closed.
YOU GAIN:
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Renewed confidence in the process and open lines of communication.
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A full audit & analysis of the situation, and a documented transition strategy.
03
CONTINUITY
Beyond transition
and exit.
External pressures reach every structure. But when a family business, foundation or family office finds itself in difficulty, the root cause can also lie within the family dynamics. Uncovering it takes a deep understanding of the family and the individuals involved.
We help identify what lies underneath and work with you toward a solution that lasts.
IMPACT, BY DESIGN
There is more than one way to create lasting impact.
There are as many ways to approach impact as there are people, and the greatest impact comes from projects that let your values shine.
Some wealth-holders choose to create a foundation to support non-profit work through charities or research, using strategies such as trust-based philanthropy, effective altruism, venture philanthropy or systems change. Others choose responsible investment strategies.
But impact can touch more than your donation strategy or investment portfolio. It can also include:
01
SHAREHOLDER FOUNDATION
Creating a shareholder foundation to ensure the vision and value proposition for your business continues well into the future, after you choose to step down from your leadership position.
02
IMPACT INVESTMENT
Creating a angel, seed investment, or venture capital fund that focuses on social impact businesses or catering to populations that traditionally have more difficulty accessing funding.
03
SOCIAL BUSINESS
Starting a social impact business, focusing on social and/or environmental impact products or services.
04
HYBRID PROJECTS
Hybrid projects that can include social businesses, foundations, and charity structures.
A more connected perspective for a brighter tomorrow.