Legacy Planning

Legacy Planning

We provide legacy planning and philanthropic consulting as diverse as the sector is itself. 


Philanthropic consulting requires technical skills, emotional intelligence, and the ability to manage complex initiatives at the speed of light on a daily basis. 


Our Playbook Nexus consists of the skills of listening, problem-solving, learning on the move, and synthesizing vast amounts of information into unified vision. Philanthropic consulting offers a rare opportunity to encounter a wide range of fascinating people, places, and initiatives. 

Whether you are an creative or sports professional, we provide legacy planning to align with the legacy our clients want to resonate.


Secure your legacy. 


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