Support and Collaboration

How do you work with advisors?

Our work with, and on behalf of advisors, is as important a part of our practice as is our work with donors. We seek ways to enhance the advisor’s practice and support their market differentiation. Because we are completely conflict-free, we maintain total objectivity around the charitable interests of donors and work collaboratively with their trusted advisors.

Our work with advisors reflects a partnership that provides the support they want to best respond to the interests and needs of their clients.

What you get by working with us

Collaboration

On-demand experience to support your team’s interactions with clients and prospects
Tailored strategic sessions onsite at your offices or virtually with your leadership and select team members
Training, coaching, and mentoring to increase your client and prospect-facing team’s capabilities and effectiveness

Engagement

Tools

What our advisors are saying

I truly appreciate the partnership we have. You help our team feel much more comfortable talking about their client’s charitable giving. That comfort level is a value add that helps us level the playing field with larger wealth advisory firms.

–Managing Partner, West Coast-based Multi-Family Office

Ready for a conversation?

Let us know how we can help you.