Financial and Estate Advisors
Financial and Estate Advisors
With deep experience in supporting family foundations and DAFs, Maya can support financial and estate advisors in creating expanded philanthropic impact. We work alongside other key advisors including financial planners, estate planners, family offices, and fund development specialists.
We maximize outcomes as thoughtful and respectful team members and provide resources to amplify work. At Maya Dunne and Associates, we recognize the power of partnership.
We Can Help:
- Facilitate family meetings to create focus on what matters in terms of family values, the discovery of effective strategies to increase impact
- Create ways for next generation adult kids and grandkids to join in the process of philanthropy, providing a platform for relationship building across generations, leading to effective transfers of wealth
- Improve due diligence for reputable non-profits
- Deepen family or personal experiences in proven community solutions
- Co-create structures for grant-giving that has both financial benefits and community impact
You Can Expect:
- Increased client satisfaction due to deeper engagement in their values and their “why”
- An improved transfer of wealth and connection to younger family members
- Better relationships between generations
Are You Ready to Learn More?
Contact Maya for a consultation today.