We are a national philanthropic advisory firm, headquartered in Chicago, that partners with high-net-worth and ultra-high-net-worth individuals, families, closely-held or family-owned businesses, and foundations.
We serve as both a guide and advocate for our clients’ interests, helping them navigate complex challenges and derive significant impact from their philanthropic investments.
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Philanthropy in Action: Advisors Reflect on Visit to Star Farm
We recently hosted wealth advisors for a Community Field Trip™ at Star Farm Chicago. Attendees left inspired and ready to engage their clients in meaningful philanthropic conversations.
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.
A few of the individuals and families we have worked with