Philanthropic Advisory Services (PAS) is our in-house team of subject matter experts with decades of experience in philanthropy, foundation leadership, private and corporate grantmaking, and wealth planning. Its members are also seasoned relationship managers; they have extensive experience in working with ultra-high-net-worth individuals, families and companies.

PAS provides guidance to private and corporate foundations of any age and size. With deep knowledge of philanthropic practices, our experts can guide you in myriad areas.


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