Your trusted adviser for strategic philanthropy, family governance and social impact advisory. I partner with wealth management professionals, individuals and families or family offices, to enable them to create meaningful impact.
I work with individuals, families and wealth advisers who want to align assets with values. Drawing on more than 25 years of experience in philanthropy, I help clients navigate the questions, opportunities and decisions that come with creating meaningful, lasting impact.
Many of my clients have recently acquired significant wealth and want to use it to create meaningful change, but are often surprised by how isolating those decisions can feel. They are looking for an independent sounding board, away from fundraising requests and competing interests, while other clients want to bring conversations about purpose, legacy and philanthropy around the family table.
I also support wealth advisers and family offices who recognise the growing importance of philanthropy to their clients, but want the confidence, language and practical tools to guide those conversations well.
You don’t have to be Bill Gates to be a philanthropist. Many people feel a strong desire to make a difference but aren’t sure where to begin.
I help individuals and families gain clarity on why they want to give, recognise what resources they have, identify what causes matter to them, and how to translate that into meaningful, intentional action.
Client expectations are changing. Individuals increasingly seek advice that helps them use their wealth in ways that reflect their values, long-term goals and identity. I equip advisers with the language, tools and confidence to have these conversations - deepening client loyalty, attracting new business and building lasting, purpose-led relationships.
Foundations need trusted support to ensure their funding delivers meaningful and lasting impact.
Drawing on experience across grantmaking foundations, family philanthropy and the charitable sector, I help foundations strengthen grantmaking processes, build productive relationships with grantees and communicate achievements effectively, enabling trustees and teams to make informed decisions and maximise the value of their resources.
Family offices are increasingly being asked to support clients with questions that extend beyond wealth preservation.
Philanthropy conversations help uncover what matters most to families, strengthening relationships and informing legacy planning.
Through tailored discovery workshops, I help individuals and families explore their values, motivations and aspirations, providing the clarity and confidence needed to turn wealth into purposeful action.
Whether you’re an individual exploring your first steps in giving, a family navigating a significant wealth transfer, or a firm looking to better serve the next generation of clients, I offer practical, empowering guidance rooted in 25 years of experience across the philanthropy landscape.
From a focused discovery workshop to a full philanthropy strategy, I help you gain clarity on your motivations, identify the causes and approaches that fit your goals, and take confident first steps. My approach is practical, not prescriptive - the most rewarding philanthropy is rooted in authenticity.
When managing family wealth, discussions about philanthropy can create a toolkit to build family unity, cohesion and provide life skills for the next generation. A singular focus on financial wealth planning is not sufficient for a successful wealth transfer - preparing and engaging with human capital is crucial.
81% of next-generation high-net-worth individuals plan to switch from their parents’ wealth management firm within one to two years of inheritance. The new client base of millennials, next-gen and women of wealth bring different values, aspirations and needs - and they expect more from their advisers.
There are over 170,000 registered charities in England and Wales alone. I help clients navigate the full landscape of giving - from donor-advised funds to private foundations - so that the structure you choose fits your goals, your family and your values.
The transfer of intergenerational wealth of $124 trillion has started. 84% of wealthy individuals want more advice about how to integrate philanthropy into their wealth plan. Yet only 5% of advisers are very confident in discussing philanthropy with their clients.
The new generation of wealth holders is different. They want to align their assets with their values. Money and purpose are no longer mutually exclusive – they are interdependent. Firms who lead on purpose-led advice are better placed to retain clients, attract new ones and stand apart in a competitive market.
What clients value most is having a trusted space to think before making important decisions. By asking thoughtful questions and opening the door to a wide range of ideas and opportunities, I help people discover an approach to philanthropy that is both meaningful and deeply personal.
A space for thinking, reading and reflection on philanthropy, wealth, impact and the changing relationship between money and meaning.
Before we define Philanthropy 3.0, let’s review how the term ‘wealth’ has changed. The term ‘wealth’ is derived from the 12th century. It stems from the word ‘wele’ meaning ‘well-being’
Successful wealth transition is built on conversations, not just succession plans. I explore why open dialogue about purpose, identity and legacy helps families navigate inherited wealth, and why wealth advisers must adapt their approach to remain relevant to the next generation.
The expectations of wealth holders are changing. In this short video, I explore why the next generation, women and inheritors increasingly expect more personalised, values-led relationships with their advisers, and why wealth management firms need to rethink the client experience if they want to build lasting relationships.
