Advisory with Discretion
Some work requires a trusted advisor outside institutional frameworks. Joe Co. serves a limited number of private clients; family offices, high-net-worth individuals, and founders who need clarity, privacy, and systems that endure.
Examples of Work We Deliver for Private Clients
Structuring direction for family philanthropy, from donor-advised funds to private foundations.
Designing grantmaking and giving systems that align personal values with measurable impact.
Creating trusted communication frameworks for boards, heirs, and beneficiaries.
Interim advisory during major transitions; inheritance, leadership changes, or high-profile gifts.
Three-Step Engagement
Private briefing under NDA to scope current priorities and sensitivities.
Design and installation of discreet systems for giving, reporting, or narrative.
Advisory support available during pivotal seasons or confidential transitions.
We open a limited number of private client engagements each year. Joining the Private Client Waitlist ensures you receive priority access to new availability.
