We are Chicago-based philanthropic advisors that partner 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.
News and updates
We're Finalists!
We’re a finalist for the 11th Annual Family Wealth ReportAwards 2024 for the category of Philanthropic Advice.
We’re looking forward to celebrating with friends and colleagues at the awards banquet on May 2 in NYC.
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