The Legacy Blueprint: For Philanthropists, Families, and Foundations
Transform Generosity Into Legacy
Overview
The Legacy Blueprint is a discreet, high-touch advisory experience for high-net-worth individuals, families, and foundations ready to align their giving with their values and build a lasting philanthropic legacy.


Ready to Define Your Legacy—With Strategy and Intention?
The Legacy Blueprint is designed for those who want their giving to reflect who they are and what matters most. We help you bring clarity to your philanthropic goals, design a meaningful strategy, and ensure your legacy is felt across generations.
What It Solves
- Fragmented or reactive giving
- Unclear DAF or foundation strategy
- Lack of legacy or succession planning
- Family misalignment around values or goals
- No clear roadmap for multi-year or high-impact giving
Who It’s For
Individual donors and families with elevated giving capacity, foundations, family offices, and estate advisors.
How We Work
Our four-part process includes: Discovery, Strategic Alignment, Ecosystem Design, and a Personalized Legacy Roadmap. We collaborate with your advisors and family members to ensure your giving is purposeful, structured, and values-driven.
Specialty Focus Areas
- Multi-generational planning
- Foundation and DAF strategy
- Strategic roadmap development
- Collaboration with advisors (CPAs, attorneys, wealth managers)
- Values-aligned impact planning
Why It Works
We combine discretion, deep experience, and a values-based approach. Our advising brings clarity to complexity and helps you build a philanthropic identity that lasts.



Jump Start Your Success With These Steps
- Book a free 30-minute discovery call.
- Receive a custom scope of work
- Begin your engagement with a strategic roadmap and timeline.