Transforming Visionary Goals into Strategic Impact

We collaborate with philanthropic organizations, family offices, governing boards, and global NGOs to design and execute customized strategies that turn ambitious visions into impactful realities. Through tailored programs, we empower you to shape, plan, and implement initiatives that drive meaningful, sustainable change.
15 Yrs+

in global charity and voluntary sector management

$125m +

in social capital charity & NGO fund advisory

30+ Countries

international experience deploying projects and funds

Our Services

Family Offices and Philanthropy

Charity Advisory

Executive Coaching & Mentoring

Family Offices and Philanthropy

  1. Strategic Philanthropy

    Assisting in developing a clear, strategic approach to philanthropy that aligns with their values and maximises impact.

  2. Foundation Establishment

    Guiding the setup of philanthropic foundations, including legal structuring, governance, and operational frameworks.

  3. Impact Measurement

    Implementing systems to measure and evaluate the impact of your philanthropic investments.

  4. Engaging the Next Generation

    Educating and involving younger family members in philanthropy can help build a lasting legacy and prepare them for the responsibility of wealth. This includes creating opportunities for younger generations to contribute their time, expertise, and unique skills to philanthropic causes.

  5. Philanthropic Investment Vehicles

    Advising on the most suitable vehicles for philanthropy, such as Donor Advised Funds (DAFs), Private Foundations, Charitable Trusts, and Direct Giving. Each option has different implications for control, flexibility, tax efficiency, and impact, so it’s crucial to align the choice with the family’s goals and values.

  1. Sustainable and Ethical Investing

    Advising on aligning your investment strategies with your philanthropic goals, including ESG (Environmental, Social, Governance) criteria.

  2. Impact Investing

    Guiding on investments that generate social or environmental impact alongside financial returns. This approach aligns philanthropic goals with investment strategies, allowing family offices to use their financial capital more effectively in philanthropy.

  3. Philanthropic Strategy Development

    Despite a high level of engagement in philanthropy, many family offices lack a comprehensive philanthropic strategy. Developing a strategic approach that incorporates the family’s values, desired impact, and legacy aspirations can enhance the effectiveness and fulfilment derived from philanthropic activities.

  4. Social Change and Responsibility

    Many family offices feel a responsibility to address social issues and alleviate economic inequalities. Providing guidance on how to effectively engage in philanthropy to advance social change can be a significant area of support.

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Charity Advisory

  1. Income and Financial Sustainability

    Optimise your charity’s financial health with our strategic planning, fundraising strategies, and financial management training. Secure the resources you need to thrive.

  2. Compliance and Regulation

    Navigate the complex regulatory landscape with ease. Our services in compliance, risk management, and GDPR ensure your charity operates within legal confines, safeguarding its mission.

  3. Organisational Change and Digital Transformation

    Embrace change and digital advancements. We provide change management training, digital strategy, and technology adoption support to ensure your charity remains competitive and impactful.

  1. Talent Attraction and Retention

    Attract and retain the best talent. Our executive coaching and leadership development programs are designed to enhance skills, boost retention, and foster a positive organisational culture.

  2. Demonstrating Impact

    Showcase your charity’s impact with our measurement and reporting training. Communicate your achievements effectively, enhancing transparency and stakeholder trust.

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Executive Coaching & Mentoring

  1. Leadership Development

    Elevate your leadership capabilities to tackle complex challenges, drive change, and inspire your team with our targeted development programs.

  2. Strategic Decision-Making

    Sharpen your strategic decision-making skills with our guidance, ensuring your decisions align with your mission and organisational goals.

  3. Stress and Time Management

    Enhance productivity and wellbeing through effective stress and time management techniques, tailored to your needs.

  1. Communication Skills

    ShowcaImprove interpersonal communication within your team and with stakeholders, fostering stronger relationships and collaborative success.se your charity’s impact with our measurement and reporting training. Communicate your achievements effectively, enhancing transparency and stakeholder trust.

  2. Career Transition and Progression

    Navigate career transitions with confidence and plan for professional growth with our personalised coaching and mentoring services

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