Curating Bold Journeys for Global Change Agents
We believe that the most powerful giving starts with clarity and scales through innovation. From strategic advisory and legacy mapping to AI-enabled donor intelligence and immersive global engagements, we partner with those ready to lead with purpose and shape what’s next.
Discover our services
Legacy & Identity Mapping
Uncover the “why” behind your giving.
Through facilitated discovery sessions and custom assessments, we help individuals and families clarify their values, life purpose, and impact identity. Outputs include a Legacy Map™, a multi-generational vision statement, and a strategy aligned with your family’s long-term goals.
Strategic Philanthropy Advising
Integrate purpose across wealth, investments, and generations.
We advise family offices and wealth stewards on donor-advised funds (DAFs), mission-aligned investing, succession planning, and engaging the next generation. With discretion and strategic depth, we serve as your thought partner across philanthropy, ESG, and legacy.
Family Office & UHNW Philanthropy Consulting
Design and activate a giving strategy that matters.
We provide tailored guidance to philanthropists, foundations, corporations, and donor collaboratives on focus areas, funding models, grantee relationships, impact measurement, and storytelling. We bring expertise and bold vision to every stage of your philanthropic journey.
Explore the Future of Your Giving
Schedule a complimentary 30-minute strategy discussion to align your values, vision, and capital for greater impact. Whether you're a family office, emerging philanthropist, NextGen, or institutional leader, we’ll help you navigate complexity, uncover bold opportunities, and design a giving approach built for the future.
