For centuries, the world’s wealthiest individuals and families have sought to serve humanity and promote the wellbeing of others through their philanthropy.
A reflection of collective identity and deeply held values, a family’s philanthropy is part of its legacy to make the world a better place.
Philanthropy can also bring families closer together, enriching the lives of their individual members and strengthening the bonds between generations.
Our Philanthropic Advisory service helps you craft a bespoke strategic framework that seeks to create meaningful impact and a lasting legacy.
We begin by helping you define your desired legacy, your mission statement, and the guidelines for giving and investing that will provide structure and direction around your philanthropy.
We help you navigate the statutory compliance requirements of various giving vehicles like donor-advised funds, private foundations and charitable remained trusts. We also share best practices, connecting you to industry professionals who can provide additional infrastructure support.
We help you consider the various granting models at your disposal and how you might deploy investment assets in support of your philanthropic mission.
Throughout the implementation of your philanthropic strategy, we offer tools to track and evaluate its impact.
In addition to private philanthropy services for families, we advise foundations, endowments, and public charities on a wide range of planning opportunities and challenges.
Whether you are just beginning your philanthropic journey or are well on your way, we partner with you to help perpetuate your legacy as you serve the greater good.
We help guide clients in their philanthropic endeavors to create a strategic framework that brings their legacy and mission to life.
YOUR VISION AT THE CENTER
We recognize each family is unique, with its own values, beliefs, philanthropic goals, and family dynamics.
Rather than take a one size fits all approach, we customize our offering to your family’s culture and circumstances.
We can also help you prepare for and navigate the often sensitive discussions between family members as you engage the next generation in the family's philanthropy.
Our updates and advisory services on current philanthropic trends help you stay abreast of this ever changing landscape.
To amplify your philanthropic impact, it is important to understand the latest developments and their implications for your mission.
Our regular networking events can connect you to fellow philanthropists and industry experts where we share best practices and strategies.
Meet our people
Meet our wealth expert
Karen provides philanthropic advice and services to families, foundations, and endowments on strategic development and best practices to meet their philanthropic goals.
Previously, Karen served for 10 years as the Director of Finance and Philanthropic Operations for a private foundation in the multifamily office practice of Geller & Co. In addition to advising clients on philanthropic strategies, she is also well versed in private foundation operations, governance, and compliance.
Karen is a 21/64 Multigenerational Advisor. She holds a bachelor’s degree in accounting from Binghamton University.
Meet our wealth expert
Dorothy provides philanthropic advice to a broad array of high net worth and ultra-high net worth clients at various stages of their philanthropic journeys.
Prior to joining Citi Private Bank, Dorothy spent nine years with Citi Foundation, where she spearheaded global signature initiatives that are in support of Citigroup and Citi Foundation’s $1 Billion Action for Racial Equity and diversity, equality and inclusion commitments.
Dorothy also led a team of program officers that partnered with over 150 nonprofits to advance economic opportunity for low-income communities across more than 85 markets.
Dorothy is a 21/64 Certified Advisor. She holds a master's in public administration from the Robert F. Wagner School of Public Service at New York University, and a bachelor's from the University of Wisconsin-Madison.
Families need to be strategic in their giving if they want to create meaningful impact. There are a number of questions you can use as a starting point for family discussions to begin to frame and focus your philanthropy.
Adherence to statutory and best practice compliance provides a solid underpinning for a successful philanthropic approach to help you engage in more focused and impactful philanthropy and avoid unintended consequences.
Whether you are expanding and deepening initiatives or just beginning to put your philanthropic approach into action, understanding the landscape can help target the best way to support your nonprofit partners.
Developing milestones and a monitoring and evaluation framework can help ensure you maximize your impact.
See more of the insights we offer you by exploring our white papers about philanthropic giving and creating positive impact.
July 1, 2021
The joy of giving your talent and time to nonprofit organizations
Bringing about a clear understanding of the role and responsibilities of a nonprofit board member is the subject of
our latest whitepaper.
November 1, 2019
A guide to strategic philanthropy for wealthy families
The desire to help humanity and promote the welfare of others is common amongst most individuals around the world.