Services
Philanthropy Strategy Sparring
We help clients develop coherent strategies for their philanthropic and non-profit activities — from defining priorities and structures to identifying suitable partners and long-term impact opportunities.
Investment & Opportunity Sparring
We currently do not provide investment advice or asset management services, but offer an independent perspective and access to selected networks where appropriate.
Legal, Compliance & Risk Coordination
Coordination with legal, tax, compliance and regulatory advisors to ensure that structures, activities and opportunities are reviewed with appropriate care.
Legacy & Next Generation Planning
Support in shaping the long-term purpose of family wealth, including legacy themes, next-generation involvement and responsible ownership.
Marketing Coordination
We support selected clients in coordinating their external positioning and communication activities. Acting as a trusted interface between clients and specialist partners, we help ensure that messaging, visibility and execution remain coherent and aligned with long-term objectives.
AI Strategy & Ecosystem
We help clients clarify their needs, questions and opportunities in relation to artificial intelligence. Through our network across the AI industry, we support clients in identifying relevant expertise, understanding possible use cases and connecting with suitable partners.