SERVICES : Philanthropy

Making Your Family Philanthropy Meaningful, Impactful, and Joyful


How do you make your Giving and Family Philanthropy meaningful, impactful and joyful? Thoughtful Giving provides tremendous opportunities for families to begin engaging the next generation, to provide them with real life learning about decision-making, evaluation, and finance. “How” you begin to engage and educate your Rising Generation is the key to ensuring the participation and success of this venture.

More information at: Thoughtful Giving


Research has shown that High Net Worth Families (of all generations) believe in the importance of volunteering. Many serve on the Boards of their favorite non-profits. In order to ensure their success, and to move the needle of positive impact, the Non-Profits we support find themselves in need of Strategic Planning and Strategic Philanthropy and Fundraising Plans.

More information at: Strategic Planning