Our Community Field Trip™ to Star Farm Chicago left advisors inspired and ready to engage clients in meaningful philanthropic conversations.
Our partnership with the world’s premiere science philanthropy organization will help us offer valuable resources for clients advancing science with their charitable investments.
We thought that if we could bring all three generations together around a shared philanthropic effort, we could take our family’s cohesiveness to a deeper level. The process was amazing. It was thoughtful, respectful, and effective.
–Head of a family office after the first meeting