We assist families and individuals on issues related to philanthropic legacy, governance, multi-generation engagement, and day-to-day implementation of grant-making activities. Our work is tailored to fit the needs and goals of our clients, so we remain nimble and pragmatic in our approach to assignments.

We are a team of experienced professionals who have spent decades working directly with entrepreneurial and high profile individuals interested in building durable family-led philanthropic enterprises. Our paths to the work are varied, but our commitment to excellence binds us as a team.
Our teamOur practice is limited to a select number of families who have entrusted the implementation of their philanthropic endeavors to our team. These relations were forged over years and remain the core focus of our work.
In Mayan mythology, the Ceiba or Yax Che (“First Tree”) is the channel of communication between the sky, middle earth, and the underworld. We believe that communication can connect people with the resources to make change, and we know that’s what it takes to make our world whole.
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