Strategic Planning Services

To secure the value of the family foundation, we provide essential strategic planning services to founders, family members and boards of directors.

Services Include:

Assist the founder(s) in developing the foundation's mission, vision and values.

Design the foundation governance, operational plan and succession strategy.

Develop the guidelines, criteria and procedures of the foundation's grant-making activities.

Facilitate and coordinate the services of the founder's professional advisors, to assure the consistency of financial, tax and estate planning strategies with the founder's philanthropic goals.

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