For Wealth Advisors
Collaboration, Not Competition
You have high net worth clients' assets under management. We don't. So we can complement your services, not compete with them. And, by letting you offer more wrap-around services, we help you maintain and grow client loyalty - by offering expert, private, personalized, and values-based philanthropic planning in collaboration with your firm's services.
You're an expert in wealth management and planning and a trusted partner in achieving a financial vision. That's why your clients chose you. Now you can choose to offer an exceptional experience for their philanthropic planning by retaining an expert partner. That way, while you focus on achieving their overall wealth goals, you can also offer them a full range of philanthropic services.
Free 45-minute Philanthropic Advising Introduction
Let's see if we're potentially a good team by having a private, confidential conversation. Click here to schedule a convenient day and time.
Some of the Work We Do
Understand the client's philanthropic goals
Collaborate with you on philanthropic tools that fit the wealth plan
Support the client with tailored philanthropy research and education
Provide expert advice on other ways of achieving philanthropic goals that go beyond the financial tools
Personalized planning, execution, and support for philanthropic grant/gift making, evaluation, and reporting
Educate and train wealth advisory team members on philanthropic tools, topics, and issue areas