Unlock Catalytic Impact with Clarity and Confidence

Donor-advised funds (DAFs) represent one of the most exciting frontiers in philanthropy. Billions of dollars already set aside for good remain idle or underutilized, waiting for thoughtful deployment. I work with DAF holders and family offices because I see extraordinary potential: when used strategically, DAFs can catalyze innovation, seed collaboration, and unlock follow-on funding that multiplies their impact. The compliance rules are clear, but within them, there is enormous room for creativity and systemic change. My role is to help families navigate that balance with confidence—keeping everything above-board while pushing toward ambitious results.

Philanthropy done well is more than writing checks—it’s about vision, alignment, and execution. For families who want to be efficient, innovative, and visible in their giving, a strategic advisor offers clarity and confidence. I bring decades of cross-sector experience, a systems-level view, and the ability to translate ambition into action. My role is to ensure your generosity becomes catalytic: moving beyond incremental change to shaping legacies that endure across generations.

Philanthropy often starts with heart. But heart without a roadmap can lead to scattered giving, missed opportunities, and little visible impact.

That’s where strategic planning comes in. I help families clarify their vision, align around priorities, and build practical roadmaps that turn intent into catalytic action.

Your financial portfolio has a strategy. Shouldn’t your philanthropy?

Great organizations sometimes fail—not because their ideas are bad, but because they don’t have the right systems in place.

That’s why I focus on capacity building: helping nonprofits measure and improve impact without overburdening them. When organizations track the right things, in the right way, they become more effective partners—and your investments deliver more visible results.

Supporting grantees isn’t overhead. It’s strategy.

Some of the most powerful breakthroughs come from early-stage ideas that need support to grow. Fellowships are one of my favorite tools to source, test, and scale those solutions.

By bringing promising leaders and organizations together around a shared challenge, we create space for experimentation, collaboration, and growth. Over a year, we identify what works, strengthen networks, and prepare top solutions to scale.

For family offices, fellowships turn generosity into a legacy of innovation.

Philanthropy is full of small, under-resourced programs chasing the same goals. The result? Duplication, inefficiency, and limited reach.

I help families spot opportunities for collaboration and consolidation—from shared services to coalitions to strategic mergers. When organizations align, overhead shrinks, scale grows, and your philanthropy shapes entire fields, not just isolated projects.

In systems change, one plus one really can equal three.

My work sits at the intersection of strategy and systems. I help families craft actionable philanthropic roadmaps, strengthen their grantees through capacity building, and unlock efficiencies through collaboration and consolidation. I also design fellowships that surface breakthrough solutions and prepare them to scale. These specialties aren’t stand-alone services—they are interconnected tools that, when combined, allow family offices to achieve impact with the same precision and foresight they bring to managing wealth.