We help you create the change you want to see in the world.

Whether you are an experienced donor with a clear mission and values or you are starting your philanthropic journey, we partner with you and your family to deliver the impact you aspire to achieve now and into the future.

What We Offer

Our goal is to make your family giving process meaningful, inspiring, and easy. Our experienced team takes the difficulty out of philanthropy to give you the seamless experience of giving together and making an impact.

  • Private foundation administrative services
  • Tolleson Donor-Advised Fund
  • Facilitated family conversations and meetings
  • Next generation leadership development
  • Mission, vision, and value identification
  • Consulting and strategic philanthropy
  • Values-based investing

Beyond Giving: Generational Impact

Philanthropy is not simply the right thing to do. Family philanthropy is a vital element to successful generational families. We know the practice of giving together can establish:


Create family legacy


Transmit family values

Family Alignment

Promote family alignment

Wealth Preservation

Complement next generational wealth

Tax Efficiency

Maximize tax planning opportunities


Preserve family wealth while creating impact