Why Initiate Impact?
Fiduciary Expertise
You deserve top-notch management of your family's mission and financial life. This requires expertise in multiple disciplines.
The ability to identify the correct skills for each situation is paramount. For that purpose, we employ or partner with each of the following:
Certified Financial Planner® Professional
Chartered Advisor in Philanthropy®, CAP®
Retirement Management Advisor® Professional
Certified Kingdom Advisor® Professional
It is our goal to assemble the ideal team to partner with your family and make maximum impact. It's not possible for any one person to know the answers to all questions, but an experienced group of people will know where to find them.
What good is a team if they don't have your best interest in mind? Your expert help needs to be fiduciary in nature. In other words, your team must always have your best interest in mind. That's why it's called a team.
Modern Impact Focus
You have a purpose. We can partner with your family to fulfill it.
There are many ways to make a positive impact on today's world and our mission is to help you do that.
You should be able to dedicate your time, talents, and treasures to your most meaningful causes without restriction.
We strive to make your impact vision as clear as possible and give you as much time to participate in it as you desire.
Your family values are of utmost importance. We use the most modern technologies and strategies to feature what is most important to you.
Among the subjects you may find important are:
Philanthropic Planning
Charitable Giving
Family Foundations
Impact Investing
Socially Responsible Business (SRB)
Environmental, Social, Governance (ESG)
Socially Responsible Investing (SRI)
Biblically Responsible Investing (BRI)
B Corporations
Mission/Service Trips
Transparent Fees
You need to understand any costs that you incur. Our fees are always completely visible and we strive to make them easily understandable. Please see the fee-only pricing page for a detailed explanation of the investment for each service, including:
Family Office Services
Tax Preparation
Investment Management
We are a "fee-only" organization and are not paid a commission by any third parties. There is a detailed focus on providing advice and services in your best interest while limiting conflicts of interest.
You should never have to wonder if a service provider has ulterior motives.
Initial (Exploration) meetings are complementary and provide an opportunity to learn about each other and determine if partnership is desirable.
If so, the type of service, level, and cost are clearly documented. If not, we'll do our best to find you what is needed.
What is a family office?
A family office is a team of professionals assembled to manage a family's mission, its financials, and its lifestyle. Philanthropic families and those who have amassed wealth through business often have many responsibilities. Luke the Evangelist wrote, "To whom much is given, much is required." Purpose driven families believe that they have been entrusted with many things and that they are obligated to be good stewards of those things. In order to continue the businesses they have developed, support the causes they care most about, maintain their physical and mental health, and enjoy time together, they must partner with top-notch professionals with different areas of expertise. This team of professionals is their "office". With a well-formed team that has their best interest in mind, a family is able to concentrate on the things it does best and desires most. Stakeholders don't have to worry about many of the foundational aspects of their mission, financials, and lifestyle. That freedom is incredibly valuable and what makes a family office a life-changing partnership.