Philanthropic Advisory Services
Families are increasingly driven to use their resources to make an impact in their communities and beyond yet often do not know where to start. We work to understand each family’s philanthropic goals while accommodating the interests, passions, giving styles and sensitivities of each family member.
We are fluent in various charitable giving strategies and techniques. We support families every step of the way, from initial vision and planning, to determining the optimal way to make charitable gifts, to ongoing management of charitable entities.
Via Global Gives
As a gesture of our gratitude, we created Via Global Gives, a vehicle through which we contribute a portion of our profits to philanthropic causes that make a real difference in the lives of families in New England and beyond. We actively participate in our local communities and continually evaluate giving opportunities that align with our firm and personal values.
Past Via Global Gives charitable recipients have included Prosperity Now, National Public Radio (“NPR”), the GlobeDocs Film Festival, the Coolidge Corner Theater, and Girls Who Invest.
Prosperity Now ensures that families can create a clear path to financial stability, wealth and prosperity.
NPR’s mission is to create a more informed public – one challenged and invigorated by a deeper understanding and appreciation of events, ideas and cultures.
The annual GlobeDocs Film Festival is designed to engage, promote, and celebrate film and production talent and is specifically curated to turn screenings into an opportunity for the community to come together and have an open dialogue.
The Coolidge Corner Theatre is an independent, nonprofit cinema and cultural institution that has been offering greater Boston audiences contemporary independent film, repertory, and educational programming since 1933.
GWI is a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.