Embedded Files
Rooted in legacy. Building with purpose. Leading toward impact.
Strategic advisory for fund managers, nonprofit leaders, and values-driven organizations.
Mission of the Firm
Mission of the Firm
We help communities take ownership of their future by delivering advisory services that honor culture, optimize capital, and build generational systems.
In the Rooms Where Change Occurs
In the Rooms Where Change Occurs
From boardrooms to community parks, our work lives where culture, capital, and change intersect.
What We Do
What We Do
Click one of the photos below to learn more about our service offerings and request a customized proposal.
Compass Strategy Sprint
Compass Strategy Sprint
Clarity is a catalyst for transformation.
Clarity is a catalyst for transformation.
We guide founders, nonprofits, and civic leaders through strategic pivots, leadership transitions, and organizational growth with tailored blueprints grounded in values and vision.
Giving Architecture Suite
Giving Architecture Suite
Legacy begins with intention.
Legacy begins with intention.
We help you design philanthropic structures like Donor-Advised Funds, giving circles, and family legacies that align with your story and scale your impact across generations.
Catalytic Capital Buildout
Catalytic Capital Buildout
Communities deserve capital that works for them.
Communities deserve capital that works for them.
We design pooled investment funds, cooperative models, and impact-first capital strategies that transform networks into systems of shared ownership and wealth.
Ready to build with us?
Ready to build with us?
Take the first step toward transformation by clicking one of the above links
Page updated
Report abuse