Who i help
My work sits at the intersection of philanthropy, governance, family dynamics and long-term decision-making.
I am typically engaged when issues are complex, involve multiple stakeholders, or would benefit from an independent perspective.
Clients
Families & Private Clients
As an independent intermediary, I help families and individuals with significant wealth, clarify priorities, understand their options and make confident decisions without overwhelm.
Wealth Advisers
As a discreet engagement partner, I help wealth advisors build stronger, more enduring client relationships through clear engagement strategies and high-quality touchpoints.
For Purpose & Not-For-Profit
Working with purpose-led and not-for-profit organisations, I support leaders to build clarity, confidence and capability for major gift fundraising.
I'd welcome a confidential conversation to understand your situation and explore how I might be of assistance.