Sustainability Strategy

A ‘legacy’, by definition, must endure over time – each family must put resources, processes and structures in place to sustain the legacy.

In philanthropic giving, two aspects of sustainability are present: a) the sustainability of the family’s giving process itself; and b) the sustainability of the endeavors and projects that the family is supporting (through the family members’ time, efforts, intellectual capital, and money).

Because of our integrated approach to wealth planning, we incorporate the family, relational and life stage issues that intersect with families’ philanthropic structures and help address the relevant issues, especially how to successfully integrate the ‘next generations’ into the philanthropic process.

Because no family wants its giving to be wasted, we work with world-class experts to help families perform due diligence on potential recipients of grants and loans.