Strategic Philanthropy

Creating purpose driven strategies for next generation leaders to build their legacy

Introduction:

As you Chief Impact Officer, we work with multi generational families and next generation leaders on the importance of building a purpose-driven strategy that reflects the family’s values and vision.

We specialize in helping families and family-owned businesses build strong foundations, make confident decisions, and navigate growth and transition without compromising the values that brought them together in the first place.

We Support You By:

Next Generation Development

Aligning Wealth with Purpose

Turning plans into action

Giving a voice to all generations

Let's Get Started

Email Us

amy@gtfba.com

Our Services

Creating Stability

Every family has its moments. We offer confidential, impartial guidance to help families work through disagreements, align on strategy, and move forward together—with clarity and compassion.

Next-Generation Engagement

Empowering the next generation starts now. We work with next generation leaders on navigating the nuances of family dynamics and building a consensus across generations that what really matters to them.

Conflict Resolution

We’re your family’s quarterback We work with your multi disciplinary advisor team ensuring that your team is working towards the same goal by looking at the family enterprise from a systems approach – family, ownership and business.

Chief Impact Officer Services

Consultants help startups with business growth. Creating marketing campaigns that produce results and sales.

Legacy Aligned Strategies

We go beyond spreadsheets to understand what your family truly values. Our solutions are built to preserve your legacy—not just your assets—through purpose-driven planning and generational alignment.

Next-Gen Ready

We engage rising leaders early, helping them feel heard, prepared, and connected. This reduces advisor turnover, strengthens continuity, and secures the future of your family enterprise.

Trusted, Holistic Guidance

As your strategic partner and Chief Impact Officer, we integrate wealth, governance, philanthropy, and family dynamics—creating clarity from complexity and long-term, sustainable impact.

Why This Matters

With 95% of next-generation leaders changing advisors upon succession, family offices need partners who understand emerging values and can translate them into actionable strategies. Our approach reduces client attrition risk while positioning your office as a forward-thinking leader.

Safeguarding Legacy While Adapting to the Future

We help family offices stay relevant across generations by aligning evolving values with strategic continuity—reducing attrition, enhancing trust, and driving lasting impact.

Strengthening Generational Trust

We create frameworks that promote transparency, inclusion, and clarity—helping to build stronger relationships between generations and minimize conflict.

Positioning for Long-Term Impact

Our strategies ensure your family office isn’t just managing wealth, but leading with purpose—positioned as a visionary force in both financial and societal arenas.

Let’s Get Started

Email: amy@gtfba.com

Call: 416 464 5742

Frequently Asked Questions

Some frequently asked questions about the service that you may have questions about

Why Work With Us?

Because we understand:

Family dynamics can’t be separated from business decisions.

Legacy matters—but so does innovation.

Trust is built over time, and change is personal.

Our team brings deep experience in family enterprise advising, organizational development, and facilitation. We work with empathy, insight, and discretion, always aiming to serve the best interests of both the business and the family behind it.

How do you engage both senior and next-generation family members in your process?

We facilitate inclusive, values-based conversations that create trust and alignment across generations. Our goal is to ensure all voices are heard while maintaining a clear, unified vision for the family’s future.

What makes your approach different from traditional family office consultants?

We integrate financial, philanthropic, governance, and relational strategies into one cohesive roadmap. As Integrated Advisors, we look at the whole picture—not just the balance sheet—so your legacy thrives across generations. We're happy to partner with your advisor team to ensure of your advisors are working together - towards the same goal.

How do you help prevent next-gen members from changing advisors?

We engage rising leaders early, align with their values, and involve them in decision-making. This builds loyalty, strengthens succession plans, and reduces advisor turnover—something 95% of families face.

Is your service model flexible based on our family office structure?

Absolutely. Whether you have an established multi-family office or an emerging single-family office, we tailor our services to your unique structure, culture, and long-term objectives.

Generations – Building Legacy Through Purpose The Integrated Advisor Simplifying Complexity