Advisory

Our mission is to help leading investors strategically prioritize and invest in the most promising impact-related opportunities.

We work with a small number of UHNW investors and family offices who are deeply committed to finding and funding the highest priority opportunities.

Our advisory activities include:

  • Assessment of individual investments
  • Landscaping of and within target investment areas (e.g. biosecurity)
  • Connection to experts and peers
  • Strategic advice
    • Priorities
    • Asset allocation & philanthropic spending rates
    • Scenario analysis

We are open to introductory calls investors at all stages. Our only conditions are that you be action oriented and open to engaging with us on challenging topics.

Given our unique operating model, we are looking to support investors who want to take on the challenge of ‘Investing for Impact’. The makes us different from, and complementary to, advisors you might hired to manage your impact or philanthropy for you.