FOUNDATIONS & FAMILIES
An entrepreneurial partner for philanthropic families and founders.
Families and founders have watched the old model play out. Earn, give, repeat. Do it quietly, or put your name on a building. Meanwhile, the problems they care about have gotten bigger, and the people making them worse have gotten louder.
So the families and founders we work with are asking harder questions: Is a grant the right tool? How do I catalyze more impact through my platform? Is the endowment, where most of a foundation’s money actually sits, working in service of the mission or against it? Would getting the right people in a room do more than another check? Who else is working on this, and could we learn, give, and invest together? What’s the most effective way to bring my kids in?
WHAT WE DO
Strategy
Focus areas, grantmaking design, and the big decisions for foundations and donor-advised funds, including whether and how to spend down.
Join your team
Serve as executive director and sit on boards and investment committees, so the vision you have can get executed.
Storytelling
How the foundation talks about its work, so grantees, partners, and the next generation understand what you’re building and want to be part of it.
We don’t manage money or recommend investments. We work alongside the wealth managers, CIOs, and teams who do.
Next generation and convenings
Bringing the next generation into real decisions, and gathering the right people to learn, give, and invest together.