Strategic Philanthropy, Ltd. works closely alongside professional advisors across the country who support HNW and UHNW clients. Over decades of work with a diverse set of clients, we’ve built a network of relationships that spans advisors at the largest global wealth firms as well as highly respected independent and community-based practices.
Our prospective and active clients sometimes seek an advisor to join their advisory team. When appropriate, we introduce them to advisors well‑matched in the desired expertise. These introductions are solely in service of the client and broader advisory ecosystem.
We never accept referral fees or compensation. We’re simply pleased to support the growth of an advisor’s business.
Alongside ongoing advisory support, we offer education opportunities that help advisors stay current, build confidence, and better serve their clients. Through thoughtful conversations, targeted learning, and shared insight, we can support you in navigating complex philanthropic decisions with clarity and care over time.
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.