Strategic Philanthropy for High-Net-Worth Donors • Exclusive Sailing Retreats for Finance Leaders

Transform How You Give and Connect

Philanthropy That Reflects Your Vision

Philanthropy is more than giving—it’s about creating a legacy that reflects your values and drives measurable change. As a trusted advisor to high-net-worth individuals, family offices, and foundations, I design and implement giving strategies that align with your financial goals and personal mission. Together, we’ll ensure every dollar creates lasting impact.

Our Expertise in Strategic Philanthropy

Service 1: Philanthropic Strategy Design

We craft bespoke giving plans that align with your values, wealth management goals, and desired legacy. Whether you’re establishing a family foundation, optimizing donor-advised funds, or seeking high-impact charities, we turn intention into measurable outcomes.

Service 2: Nonprofit Curation

We identify high-performing nonprofits and social enterprises using a proprietary 50-point impact framework. No guesswork—just data-driven recommendations that ensure your donations create lasting change.

Service 3: Impact Investment Guidance

Channel capital into social enterprises and funds that deliver financial and social returns. We vet opportunities aligned with your risk tolerance and impact goals, from climate tech to global health.

Our Four-Step Framework

Our proven process ensures your philanthropy is as strategic and impactful as your investments. Here’s how we work:

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Discover

We start by understanding your values, financial goals, and the causes you care about most. This deep-dive helps us align your giving with what truly matters to you.

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Design

Using insights from the discovery phase, we build a tailored strategy—whether it’s setting up a donor-advised fund, curating a nonprofit portfolio, or exploring impact investments.

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Deploy

We execute your plan with precision, ensuring grants and investments are made efficiently and effectively.

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Measure

Through custom impact reports, we track outcomes and demonstrate how your contributions are driving meaningful change. This step ensures transparency and continuous improvement.

Schedule Your Free Consultation

Where Finance Leaders Set Sail

Exclusive Networking Retreats in the Greek Isles

Escape the boardroom and network on the open sea. Our exclusive Greek Isles retreats blend ESG strategy sessions with luxury sailing, offering finance leaders a unique space to connect, innovate, and recharge. Limited to 12 guests—this is networking redefined.

A Day on Board: Where Strategy Meets Serenity

Curated Itineraries

Mornings: Strategy workshops on emerging trends. Afternoons: Sailing to secluded destinations. Evenings: Fine dining under the stars.

Who Joins

Limited to 12 guests per voyage. Designed for senior finance professionals and decision-makers seeking transformative networking experiences.

Luxury Amenities

Fully crewed yachts with private cabins, high-speed Wi-Fi, and gourmet chefs.

 

Sample Day:

  • 7:30 AM: Sunrise yoga on deck.

  • 9:00 AM: “Impact Investing in Emerging Markets” workshop.

  • 12:30 PM: Fresh seafood lunch at a seaside taverna.

  • 3:00 PM: Snorkeling in a secluded cove.

  • 7:00 PM: Fireside chat with a climate tech CEO.

Let’s Start Your Journey

Whether you’re ready to maximize your philanthropic impact or set sail on an unforgettable voyage, the journey starts with a conversation. Share your goals, and we’ll craft a solution tailored to your unique needs.