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FAMILY OFFICES AND WEALTH ADVISORS
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We help private wealth firms and family offices better service their clients by providing complementary, ultra specialized services with added value. Whether there is existing in-house art advisory department, a philanthropy advisory team, or no dedicated resources yet, we help fill the gaps and meet the needs and expectations of art-enthusiast clients.
Case Study
Building an Artist Residency as Part of a Legacy Plan
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A wealth advisory firm in the US needed help bringing to life one of their client’s philanthropic projects focused on advancing the work and representation of artists of color.
We turned their client’s vision into an artist residency by developing its strategic plan, programmatic structure, impact measurement and funding model. We also helped structuring major gifts to institutions.
Case Study
Building an Arts Philanthropy Services Department
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We helped a multi-family office in the US become a one-stop shop by integrating our expertise into their offerings, to cater clients with specific philanthropic projects focused on the arts.
We structured the services to address diverse client needs, from strategic giving to legacy planning, ensuring seamless alignment with the existing client-centric approach.
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