Personalized approach
for a meaningful difference.

Making a positive impact on the causes and organizations you cherish the most starts with planning. Private, family foundations have a unique opportunity to make a positive and long-lasting impact on the world.

The benefits of a family foundation reach beyond the philanthropies they support. A properly structured Family Foundation is one of the legacies you can pass on to the next generation.

Your passions,
transferred to the next generation.

Giving back has a value. Finding the right family mission involves more than identifying your interests. What is important to you, becomes your Values in Action. We develop strategic philanthropic planning that focuses on your charitable goals. Through thoughtful guidance, we build unity, promote family values and build on your family legacy.

Making an impactful and meaningful difference starts with a strategic plan. When multiple generations are involved in the conversation, the family’s story continues to flourish from one generation to the next.

Gregg E. Muenster

Senior Philanthropic Advisor

Our family foundation services includes:

Explore interests for charitable support
Grant administration and application management
Communication with grantees, applicants and foundation board
Due diligence and facilitation of funding decisions
Governance, compliance and best practices
Next generation and trustee education

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

Let’s discuss your family foundation today.


What To Do When Liquidity Washes Over You

What To Do When Liquidity Washes Over You

One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.

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