WAVE's practice is simple by design. Our Clarity Session shows where things stand. Strategic Advisory builds the plan. Private Counsel carries the family office, the giving and the story forward together, in whatever mix the family needs. Thought Leadership & Speaking brings the same ideas to a room.
Whether this is a first conversation about the family office, about giving, or about a legacy already decades in the making, the work is the same in kind: designed with rigour, carried out with discretion, and built to outlast the transaction that started it.
VALUES | VISION | DIRECTION
CLARITY
SESSION
A ninety-minute to half-day session built around one conversation, wherever you're starting from: a philanthropic strategy not yet defined, a family office structure in need of a second look, or a story not yet told. We listen first, then help you see the shape of what comes next.
WHAT’S INCLUDED:
► Pre-session discovery questionnaire
► Live strategy session (90–180 minutes)
► Post-session Clarity Summary
► Curated referrals or next-step recommendations
IDEAL FOR:
Individuals, families, or family offices who want an honest assessment before committing to a direction.
STRATEGY | STRUCTURE | STORY
STRATEGIC ADVISORY
Ten working sessions over six months to build the strategy, structure and story for the family office, the giving, or both. We shape the plan, and the meaning underneath it: the values, the history, the throughline that makes it make sense.
WHAT’S INCLUDED:
► Vision & values workshop
► Family governance, charter and succession
► Foundation structure and governance
► Strategic giving roadmap
► Issue mapping & opportunity design
► Legacy design & storytelling framework
IDEAL FOR:
Families, family offices, private foundations, and founders ready to plan, structure, and put their story into words, before deciding how deep the work should go.
FAMILY OFFICE | GIVING | GOVERNANCE
PRIVATE
COUNSEL
This is the practice in full. As an embedded strategic consultant, we carry the family office, your giving, and your family’s story together: strategy, governance, family office coordination, vetting, reporting, next-generation engagement, and legacy capture, from the family archive and recorded sittings to a private family book and the story told in place, all under one continuous relationship.
WHAT’S INCLUDED:
► Family governance, succession and the next generation
► Coordination with legal, tax and investment advisors
► Annual giving strategy (implementation & execution)
► Foundation governance, reporting and compliance
► Charity due diligence and partner relationships
► Legacy: family media archive, recordings, book, storytelling
IDEAL FOR:
Families, family offices, private foundations and founders who want one trusted partner across what they have built
REACH | RESONANCE | GENEROSITY
THOUGHT LEADERSHIP &
SPEAKING
Drawing on his experience as both a recipient of generosity and an advisor to those who give, Keith brings a distinctive perspective to conversations about philanthropy, leadership, and lasting impact.
SIGNATURE TOPICS:
► The Elements of Philanthropy - Generosity 101
► Journeys of Change - A Humanitarian’s Lessons
► How to Build a Culture of Generosity (That Actually Sticks)
► The Generosity Formula - Designing A Giving Blueprint
► An Unexpected Path to Purpose
► Wealth Builds, Story Endures - Recording a Founder’s Life
BEGIN THE WORK
Every engagement is shaped to your family and begins with a conversation. Whether you're just getting started or looking to bring the family office, the giving and the story together, we're here to help you build something that lasts.