Holistic wealth planning insights, advice and execution services to help you navigate family dynamics, maximize your philanthropic impact and build your family legacy.
Create a family legacy
Create a family legacy
Make a difference
Make a difference
Expand your impact
Expand your impact
We help families manage the interpersonal aspects of wealth and enhance philanthropic impact locally, nationally, and globally—all as a means to live and leave a legacy.
Head of Family Advisory and Philanthropy Services
Client stories
Aligning gifts with a clear intention
The solution:Â Judy and Tim were concerned about how to make financial gifts to their three children through individual trusts. Like many families, they feared that the gifts might foster dependency or a sense of entitlement.
The solution: The couple’s ÃÛ¶¹ÊÓƵ Private Wealth Advisor set up a meeting with the ÃÛ¶¹ÊÓƵ Family Advisory & Philanthropy team, who helped the couple think about the intention or spirit behind their gifts, rather than viewing them simply as monetary transfers. Together, they explored:
- What Judy and Tim wanted to achieve with their gifts
- How the gifts would reflect their values
- Whether the gifts would bring the couple joy
- Each child’s age, character and stage of readiness to receive a gift
This became the basis for deciding the amount and the timing of gifts. Because the couple highly valued education, they developed a communication plan to help their children understand the intent of the gifts as an encouragement to pursue higher education in their chosen fields.
Defining a philanthropic vision
The situation:Â Tiffany and Paul had recently sold a highly successful pharmaceutical services company they had spent years building. In looking to define their purpose beyond the business, they wanted to develop a plan to expand their philanthropic giving.
The solution: The couple’s ÃÛ¶¹ÊÓƵ Private Wealth Advisor brought together members of the ÃÛ¶¹ÊÓƵ Family Advisory & Philanthropy Services team to help think through important questions around the couple’s philanthropic vision. These included looking at:
- What areas and specific issues were important to the couple
- Their patterns of giving in the past, including average size and type of assets
- How they want to be remembered
- Other family members they may want to involve
Based on a series of conversations, Tiffany and Paul were able to define their specific interests and intentions. These became the basis for a comprehensive philanthropic strategy that included setting up a private foundation with a plan to involve their two children and allow the family to direct gifts where they determined they would have the most impact.
Tapping into collective philanthropy
The situation: John had received a sizeable inheritance and, as an avid diver and nature enthusiast, was looking to create the largest impact he could in terms of saving the world’s oceans. He was interested in collaborating with other philanthropists and organizations to move the needle on this cause.
The solution: Together with his ÃÛ¶¹ÊÓƵ Private Wealth Advisor, John met with members of the ÃÛ¶¹ÊÓƵ Family Advisory and Philanthropy team who introduced him to the ÃÛ¶¹ÊÓƵ Optimus Foundation. The foundation offers three ready-made opportunities to practice collective philanthropy, which offers several benefits, including:
- Working with people with shared interests and determination to solve an issue
- Participating in a learning experience with peers to boost knowledge, skills and confidenceÂ
- Connecting with powerful people, organizations and solutions to magnify efforts
After several discussions, John decided to join the ÃÛ¶¹ÊÓƵ Climate Collective, which is focused on building coastal resilience, one of the most affected areas and where promising solutions exist.
Insights
- Teaching the next generation about philanthropy
- Venture philanthropy
- The four Cs of flourishing families
- The power to scale impact
- Private derivatives
- 2024 Year-end planning strategies
- Estate planning and cognitive aging
- Family histories create meaningful legacies
- Planning with Carried Interest
- Changing State of Residence
- Economics of structuring a family office
- Women shaping family wealth
- Top planning ideas for 2025
- Planning Guide 2025
- Celebrity capital
- The new continuum
- Family matters: The family-focused family office
- Staying cyber safe
- Caring for aging loved ones
- Planning for the LGBTQ+ family
- Charitable giving
- Spousal lifetime access trusts
- Building a family office
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