WHO WE SERVE

ABOUT OUR CLIENTS

We work with a select group of families, foundations, and donor-advised funds, each of whom typically deploy seven to eight figures in charitable capital annually. Collectively, our clients represent several billion dollars in total charitable assets, though wealth is not the only common denominator.

ALL OF OUR CLIENTS HAVE THEIR HEARTS AND MINDS SET ON CHANGE.

We help them achieve it. 

We empower them with a comprehensive plan that ensures their assets will always be laser-focused on creating the kind of change they want to see in the world.