Client stories

1. The Smith Family – Teaching Philanthropy Across Generations

Challenge: The Smiths, a retired couple, wanted to instill philanthropic values in their children and grandchildren while ensuring their giving had a meaningful impact.

Solution: We facilitated a family meeting where we helped them set up a Donor-Advised Fund (DAF), which can help facilitate family involvement in charitable giving decisions.

Outcome: The entire family now gathers annually to discuss their charitable contributions, strengthening their shared values while creating a lasting philanthropic legacy.

2. Jane and Michael – Turning Wealth into a Charitable Legacy

Challenge: Jane and Michael were financially secure but felt their wealth lacked deeper meaning. They wanted to give back but were unsure how to structure their giving effectively.

Solution: In concert with their legal and tax professionals, we helped them establish a Charitable Remainder Trust (CRT) that can provide them with lifetime income while securing a substantial future gift to their favorite nonprofit.

Outcome: Jane and Michael now feel confident that their wealth can make a meaningful impact beyond their lifetime, supporting causes they care about while helping to maintain their financial security.

3. David, a Tech Entrepreneur – Aligning Investments with Values

Challenge: After selling his company, David had significant liquidity but was unsure how to transition from wealth accumulation to purposeful investing.

Solution: We introduced him to mission-aligned investing, incorporating responsible investment strategies into his portfolio while structuring a tax-efficient charitable giving plan.

Outcome: David is now using his wealth to promote innovative social enterprises and support causes that reflect his values, turning his financial success into the potential for positive global impact.

4. Lisa, a Corporate Executive – Empowering Women Through Philanthropy

Challenge: Lisa had spent years building her career and wealth but felt a deep desire to give back in a way that empowered other women.

Solution: Working with Lisa’s attorney, we helped her create a private foundation focused on funding scholarships and mentorship programs for women in business.

Outcome: Lisa now actively engages with the women her foundation supports, feeling a direct connection between her wealth and her purpose, which has been one of the most fulfilling experiences of her life.