Family Office
For over 25 years K&C Philanthropy Advisors have supported family offices as they integrate charitable giving programs into their operations.
Our dedicated team of advisors are here to help you design and implement a philanthropic program in your family office.
Family offices are designed to manage the financial affairs of wealthy families. The needs of the individual or family determine the services provided within a Family Office context. The primary objective of a Family Office is to preserve and grow the family’s wealth over multiple generations by providing a wide range of services tailored to the specific needs and goals of the family it serves.
The needs of the individual or family determine the services provided within a Family Office context. The primary objective of a Family Office is to preserve and grow the family’s wealth over multiple generations by providing a wide range of services tailored to the specific needs and goals of the family it serves.
How K&C integrates into your Family Office
Strategic Planning & Philanthropy Program Design: We can help you articulate your family’s social purpose, communicate your core values, identify the pressing issues you want to focus on, and construct evidence-based strategies and opportunities for innovative giving, including building creative initiatives that will advance your philanthropic goals.
Grants Management and Foundation Administration: K&C’s direct experience and knowledge of best practices in North America’s charitable sector, as well as our extensive network of thought leaders globally, will afford you the peace of mind that you can be actively engaged in achieving your social vision without having to deal with the mechanics and day-to-day operations of giving. Working with your financial advisors we can assist in designing funding budgets (including sunsetting plans), handle all aspects of the grant-making process, and represent you to grantees and in the community.
Next Generation Leadership Development: K&C can design bespoke leadership opportunities for the Next Generation to prepare them for taking on Board/Trustee roles within the family foundation as well as out in the community. These learning opportunities include budgeting, exploring the business of philanthropy, volunteering and governance roles and responsibilities.
Family Meeting Facilitations: Our advisors can support the Family Office team in managing and facilitating foundation meetings including managing the board communication, documentation and oversight.