Who we are

The Wealth and Giving Advisory is sophisticated, discreet, client-focused virtual family office.

We work with individuals, families, foundations, and institutions to provide wealth management, philanthropic governance, and strategic guidance across generations. Our role is grounded in accountability for outcomes, disciplined decision-making, and the responsible stewardship of capital.

Drawing on experience in banking, investments, and nonprofit leadership, we help clients navigate complex financial and philanthropic decisions with independence, rigor, and a long-term perspective.

We intentionally serve a limited number of relationships, allowing for highly personalized counsel and ongoing oversight.