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Philanthropic Advisory
We help bring your philanthropic mission and legacy to life by designing a personalized strategy that aims to create meaningful positive impact.
For centuries, the world's wealthiest individuals and families have sought to serve humanity and promote the wellbeing of others through their philanthropy.
Strategic Framework
Our Philanthropic Advisory service helps you craft a bespoke strategic framework that seeks to create meaningful impact and a lasting legacy. We begin by helping you define your desired legacy, your mission statement, and the guidelines for giving and investing that will provide structure and direction around your philanthropy.
Philanthropic Solutions
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Evaluation
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Leadership
Meet Our Expert
Karen Kardos leads our Philanthropic Advisory team, providing strategic advice to families, foundations, and endowments. As a 21/64 Multigenerational Advisor with extensive experience in private foundation operations, she helps clients create meaningful philanthropic legacies.
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