I offer a range of advisory services to individuals, families, family offices and wealth management professionals. My approach is practical and empowering – rooted in 25 years of experience across the philanthropy landscape and a trusted network of specialists.
Many people feel a strong desire to make a difference but aren’t sure where to begin. This is where I start: helping you understand why you want to give, what matters most to you, and how to translate that into a clear and confident direction.
This is not a ready-made plan, but an opportunity to explore and discover what your philanthropy journey could look like. The most rewarding philanthropy is rooted in authenticity - when your giving reflects who you are.
Many people want to make a positive difference but are unsure where to begin. Through a personalised philanthropy discovery workshop, I help individuals and families explore the underlying motivations, values and aspirations that shape their desire to contribute, and translate these into a thoughtful and purposeful approach to philanthropy.
Drawing on more than 25 years of experience in the philanthropy sector, I help clients identify the issues, communities and causes they feel most compelled to support, and explore organisations and approaches that not only address the challenges they care about, but do so in ways that align with both their goals and their values.
We also consider how their time, skills, networks and financial resources can contribute most effectively. The outcome is greater clarity, confidence and direction, supported by a personalised roadmap that enables them to make informed decisions and pursue your philanthropy journey in a way that is authentic to their values, ambitions and vision for change.
A practical and empowering one-off discovery workshop, designed to give you clarity and confidence as you explore how to align your purpose with meaningful action. By the end of the session you will have clarity on why philanthropy matters to you, focus on the issues and causes you’re most drawn to, and direction on the approaches that fit your goals - whether through funding, time, skills or networks.
You’ll receive a personalised blueprint capturing the key themes from our discussion, including your motivations and values, priority causes, possible approaches to giving, and opportunities to deepen your impact.
Every engagement begins with a conversation. We’ll use structured questions, reflection prompts, and guided discussion to work through a consultative 3-step process.
Defining your values and purpose.
Gaining clarification of your mission and intention.
Identifying your available assets and opportunities to make impact happen.
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With trillions in assets about to change hands, firms that act now will lead in client trust, retention and growth. Embedding purpose into your service isn’t a nice-to-have. It’s your edge in a changing market.
I help firms understand the philanthropic landscape and position themselves to respond to a client base whose values and expectations are shifting. I build an external ecosystem of experts for companies, giving their clients access to support in financial literacy, governance, mentoring the rising generation, managing family businesses and philanthropy strategy.
As expectations evolve, clients increasingly seek advice that helps them use their wealth in ways that reflect their values, long-term goals and identity. I help advisers initiate and sustain these conversations with confidence - deepening client loyalty and creating meaningful differentiation.
I deliver three concise workshops, offered individually or combined, to enable firms to respond with clarity and turn intent into action.
Preparing and engaging with human capital is crucial to a successful wealth transfer. A singular focus on financial wealth planning is not sufficient. When managing family wealth, discussions about philanthropy can create a toolkit to build family unity, cohesion and life skills for the next generation.
Philanthropy is one of the most powerful tools available to families navigating significant wealth. It creates shared purpose, builds cohesion across generations and gives younger family members a meaningful entry point into conversations about values, money and responsibility.
The new client base of millennials, next-gen and women of wealth bring different values, aspirations and needs - and they expect more. 59% of Gen-Y and Gen-Z investors want their primary financial adviser to provide services beyond financial advice and investment management. 31% rank ‘help me achieve my life’s purpose’ in their top five factors for determining adviser value.
Juliet is an experienced panel speaker, facilitator and commentator on philanthropy, wealth management and the evolving relationship between purpose and capital. She speaks at events for family offices, wealth management firms, foundations and philanthropy networks.
My aim is to make complex ideas accessible, practical and relevant, exploring the questions shaping giving, family wealth and legacy, and helping audiences respond thoughtfully to an increasingly complex world.
If you would like to discuss a speaking engagement, panel or facilitation, please get in touch.
