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CONTACT INFO
info@wavephilanthropy.com
FREQUENTLY ASKED QUESTIONS
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WAVE is a private strategic consulting practice. We counsel families, private foundations and family offices on family office governance, strategic giving, and the preservation of the story behind the wealth. Some families begin with one of those; Private Counsel carries all three.
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Most advice stops at the structure — the foundation is built, the grants are administered, and the reasons behind it go unrecorded. We work at both ends: the governance and the strategy that make giving effective, and the archive, recorded sittings and private family book that record why a family gave in the first place. Keith has also sat on both sides of the ledger — as a recipient of generosity before he was ever counsel to those extending it — which shapes how the work is done.
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Four forms. A Clarity Session is a single consultation to see where things stand across your family office, your giving or a story not yet told. Strategic Advisory is ten working sessions over six months to build the plan. Private Counsel is a retained relationship that carries the family office, the giving and the story forward, year to year. Thought Leadership & Speaking is offered separately, to organizations rather than families.
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Yes, working alongside your legal counsel and accountant. We guide families through structuring, governance design and compliance. A foundation is straightforward to establish and considerably harder to steward well — most of our work sits in the second part.
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Engagements are private by default. We do not name active work publicly without the family’s written consent, and where we describe the work at all, we describe it generically until that consent is given. For families whose affairs are of interest to others, we also serve as a buffer — a single point of contact between the family and the organizations, charities and requests that come with visibility.
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Engagements are matched to the complexity of the work rather than to a fixed minimum. We take on a small number of families at a time, which means fit matters in both directions — a first conversation is how we establish it.
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The Clarity Session is a ninety-minute to half-day session, preceded by a short questionnaire. We look at where things stand across your giving, your governance, and your family’s story, and you leave with a written summary of what we found and what we would recommend next. There is no obligation beyond it, and if we continue together within 90 days, the fee is credited in full.
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Routinely. We work in step with legal, tax and investment advisors, and inside family offices alongside the team already in place. Our role is to hold the family and legacy side of the picture — not to duplicate advice the family is already well served on.
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Yes. Legacy is one of the three areas of Private Counsel: a captioned family archive, filmed sittings in the founder's own words, a private family book, and the story told in place. For some families it runs alongside the rest of our work; for others it is where we begin. It is undertaken with the same discretion as every other engagement, and nothing is made public without the family's written consent.
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With a conversation. Most engagements start with a Clarity Session — a single session to establish where things stand and what, if anything, should follow. From there we would recommend the level of involvement that fits the work, and the timeline you have in mind.
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Yes. Family office advisory stands on its own: family governance, succession and next-generation planning, and coordination with the family's legal, tax and investment advisors. Giving and legacy work can follow, or not.