We are a national philanthropic advisory firm, headquartered in Chicago, that partners with high-net-worth and ultra-high-net-worth individuals, families, and closely-held or family-owned businesses.
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.
News and updates
Philanthropy in Action: Advisors Reflect on Visit to Star Farm
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.
A few of the individuals and families we have worked with