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We help families, foundations, and donor-advised funds to develop Signature Philanthropic Initiatives which optimize grant making, create world-improving impact and provide unmatched personal fulfillment.

We are trusted philanthropy advisors and builders of Signature Philanthropic Initiatives. We do not manage or custody assets, nor provide tax or legal services. Our fee is based on a scope of services, not a percent of assets or distributions and is typically paid with a grant from a foundation or from a donor-advised fund.