Additonal Services

Bespoke and personalized services to address your specific needs

Support for Advisors

Providing time and expertise as educators and support for advisors to enterprising families in business, we act as a trusted partner and resource for clients who developing their legacy planning, managing a liquidity event and exploring engaging the Rising Generation in the family foundation and business.

 

 

Philanthropy Technology

Providing time and expertise as educators and support for advisors to enterprising families in business, we act as a trusted partner and resource for clients who developing their legacy planning, managing a liquidity event and exploring engaging the Rising Generation in the family foundation and business.

Are you ready to take the
next step to Philanthropy 3.0?

Our Address

Suite 109 - 5760 9th St. SE
Calgary, Alberta, T2H 1Z9

Telephone

Toll Free:
1 866 936 4483

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