Family Offices

We love partnering with family offices to support the philanthropy of the families they serve. We can support the philanthropy of your family office through cause research, nonprofit discovery and due diligence, impact reports, grant management, or bespoke services. We are happy to serve as an extension of your current team.

Our Grant Stewardship offering is perfect for a family office that is considering hiring a full-time program officer to manage philanthropic grantmaking. By partnering with our team, you can receive all the benefits of a new staff person for a fraction of the cost, with the discovery and due diligence of grants conducted by our experienced research team. 

Get in touch with a Philanthropic Advisor today to start a conversation.

Philanthropic Advising Services

Philanthropic Strategy

Create a plan of action to love people.

Impact Audit

Understand the impact of your current giving.

Giving Guide

Discover expertly vetted giving opportunities.

Cause Research

Deepen your understanding of a charitable cause.

Grant Stewardship

Gain dedicated support for every grant you make.

Bespoke Advising

Customize your engagement with us.

Start a conversation.