Our work interfaces with many other disciplines including financial planners, estate planners, home office administrators and fund development specialists. We believe in working as a thoughtful and respectful team member and providing resources to the table.
We Can Help:
- Families focus on what matters to them in terms of family values, and discover new organizations and strategies for giving
- Kids and grandkids join in the process of philanthropy, providing a platform for relationship building across the family
- Provide due diligence for reputable non-profits
- Deepen experiences in community needs and solutions
- Create structure for grant giving that is efficient and impactful
You Can Expect
- Supportive tools for addressing family members and encouraging conversations
- Increased client satisfaction due to deeper engagement in philanthropy and discovery of what’s most important for giving
- More connection to second and third generations
Are You Ready to Learn More?
Contact Maya for a Complimentary Consultation today.