Karma & Cents™
A Social Impact Lab moving into Philantropy 3.0
The Missing Link
There are three critical things that the K&C founders identified as missing from the family advising landscape:
|A consistent model for legacy, succession and transition planning that looks at technical solutions alongside the family, community and business systems|
|Easily accessible resources for technical advisors in the area of social finance, impact investing, strategic philanthropy and inter-generational wealth transfer management|
|An integrated solution that allows for entrepreneurial families to take this mindset to their social objectives|
Experience and Reputation
Members of the K&C team have a North American reputation for a personal approach to legacy and succession planning and philanthropy management.
For over two decades, we have perfected the philanthropic advising model and have developed tools and resources for advisors that have been integrated in academic settings, business settings and within family systems.
With a unique appreciation of the intricacies of wealth and Next Generation (NextGen) transition management, we understand both the subtlety and the complexity of the lives lead by our clients.
Are you ready to take the
next step to Philanthropy 3.0?
Suite 210 - 333, 11th St. SW
Calgary, Alberta, T2R 1L9
1 866 936 4483
©2017, Karma & Cents inc. // Karma & Cents is a registered trademark