Our Services

Our services are customized to meet the needs of each individual client. Services broadly include strategic research and planning, foundation management, grant program development, and family engagement.

Family & Board Engagement

Let our team lead you through a fun and efficient process to engage all members of your board, linking their values, talents, and time to the work of the foundation.

Foundation Management

Keep what you want, and give the rest to us! We can serve as your complete foundation back office or serve as an extra pair of hands to augment and support existing staff.

Successful Transitions

Utilize our expertise to help you navigate change – new leadership, new voices, more assets – and come out the other side focused and energized.

Research & Strategy

Need a plan? We provide research & analysis, creative thinking and the implementation support you need to achieve your intended objective.

Retreat & Meeting Facilitation

Get the most out of your time together. Make decisions, explore family values, and move forward. We provide structure and objective guidance.

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