Through our previous work with funding circles, we knew about the challenges of bringing different groups of people behind a common goal. Doing so with members of a family, however, is an [...]
Other external service providers working for foundation may not always like our advice, but we always strive to put the interests of our clients first.
Embedding inside a family office allowed our client to focus on the larger strategic decisions at hand instead of worrying about the day-to-day work of her foundation.