WORKING WITH ADVISOR FIRMS

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Many philanthropic conversations begin at moments of transition when financial or family change prompts deeper questions about identity, values, and purpose. Advisors often recognize when a client is ready for a more intentional philanthropic conversation, but also know that these moments benefit from space, reflection, and a trusted guide.

We work alongside advisors as a thought partner - helping clients explore philanthropy in a way that is grounded, personal, and aligned with the broader advisory relationship.

Situations That Advisors Often Recognize

• A recently divorced woman following a significant settlement, reassessing her identity and values and wanting philanthropy to reflect this next chapter.
• An entrepreneur after the sale of a business, financially secure and asking deeper questions about purpose, impact, and what comes next.
• A third-generation member of a philanthropic family, seeking to clarify their own values and develop a thoughtful giving process rather than simply inherit an approach.
• A family with rising next-generation involvement, balancing the desire for engagement and voice with structure, stewardship, and alignment.
• A philanthropist open to using capital as a catalyst, willing to fund early-stage or unproven initiatives where thoughtful risk could lead to significant or systemic impact.

How Advisors Typically Engage Us

Advisors often reach out when:

• A client expresses a desire for philanthropy to feel more meaningful
• Life transitions prompt questions about purpose, legacy, or identity
• Intergenerational dynamics complicate giving decisions
• Philanthropy is important but no one wants it to feel rushed or prescriptive

A few examples:

• Pre-meeting philanthropic preparation
• Co-facilitating client discussions
• Designing strategic giving plans
• Supporting liquidity event planning
• Family governance and engagement
• Serving as an ongoing philanthropic resource

• Referred by advisor, engaged by client
• Collaborative planning
• White-labeled or visible partnership

Our work complements your role by helping clients slow down, reflect, and gain confidence in their philanthropic decisions. Advisors often find that this leads to more engaged clients, clearer conversations, and philanthropic strategies that sit comfortably alongside planning, governance, and legacy work.