Strategic Philanthropy

Connect more meaningfully with your giving and gain confidence that your philanthropy will create the change you want to see in the world.

Find Your Happy Calendar_Page_1

Find Your Happy in 2019

In our third annual Find Your Happy calendar, the words of Nobel laureates reflect powerful insights into humanity and our relationships with each other.

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Is a Personal CFO Right for You?

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.

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