We have partnered with some of the top experts in the country and work with Family Offices on topics such as:
• Governance design that reflects founder and family intent
• Methods for identifying and engaging trustees
• Coaching and leadership training
• Next-gen training and connection to family values
• Tools and learning agendas for strategic giving
• Legacy, capital, and global giving
• Giving during times of natural disasters and active conflict
• Portfolio evaluation and results-driven learning and planning
We work with clients to review short and long term
philanthropic objectives in consideration of the family’s goals.
We provide insight into a variety of governance models and methods for trustee engagement as well as a single generation planning with an eye on tax compliant philanthropic vehicles that allow donors the flexibility to execute on objectives.
We help develop customized philanthropic planning and strategies based on the interests and values of ultra-affluent families. Our team works with trustees and family office professionals at a pace comfortable for clients.
We work closely with existing advisor networks to understand the nature of philanthropic assets and goals in a comprehensive manner.
Lastly, we offer objective and clear communication that engages family members in subject area learning and methods for decision making. We help individuals and families make a difference in the world in meaningful ways.
For our Philanthropy division, we are honored to partner with one of the leading experts in the country in philanthropic advising for Family Offices — Caren Yanis.
Caren ran the Crown Family Philanthropies (CFP) in Chicago for eight years. Prior to her work at CFP Caren built and led the Oprah Winfrey Foundations over the course of nine years. Examples of work include Development of Oprah’s Angel Network, a public charity, The Oprah Winfrey Boys and Girls Club in Kosciusko Mississippi, The Oprah Winfrey Leadership Academy and the Seven Fountains School in South Africa, and a series of post-disaster projects in the mid-South following Hurricane Katrina that provided emergency relief and helped more than a thousand families move into homes. Caren has done extensive work in the developing world, in Israel and in the Middle East, with a focus on economic development, education, medical, poverty, and environmental initiatives.