WAVE's practice is built in tiers — each a complete engagement in its own right, not a funnel toward the next. A family enters at the level that fits them now: a single conversation, a season of strategic work, or a fully retained partnership that carries the giving and the storytelling forward together.
Whether this is a first conversation about giving or the stewardship of 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.
CONSULT: VALUES | VISION | DIRECTION
A FIRST
CONVERSATION
A focused session to see where things stand — across your giving, your governance, and your family's story — and shape what comes next.
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.
ADVISORY: STRATEGY | STRUCTURE | STORY
STRATEGIC ADVISORY
Short-term, high-intensity work to build a philanthropic strategy, structure, and story — together.
A one-to-three month engagement for families, foundations, and values-led businesses ready to build. We shape strategy and structure — and begin shaping the story underneath it: the values, the history, the throughline that makes the giving make sense. Both the plan and the meaning behind it, in place together.
WHAT’S INCLUDED:
► Vision & values workshop
► Foundation structure and governance
► Strategic giving roadmap
► Issue-area mapping & opportunity design
► Legacy narrative and storytelling framework
IDEAL FOR:
Private foundations, family offices, and philanthropic leaders ready to plan, structure, and put their story into words — before deciding how deep the work should go.
MANAGEMENT: OVERSIGHT | LEGACY | GOVERNANCE
BUILT IN
MANAGEMENT
A fully integrated, executive-level partnership — strategy, story, and governance, carried by one hand.
This is the practice in full. As your embedded Director of Philanthropy/Legacy, we carry your giving, your family's story, and your foundation's governance together — strategy, charity vetting, family office coordination, reporting, next-generation engagement, and legacy storytelling, from biography to documentary to family archive — all under one continuous relationship. This is how legacy is lived, not just left.
WHAT’S INCLUDED:
► Annual giving strategy (implementation & execution)
► Charity due diligence & relational management
► Governance & reporting oversight (foundation & family office)
► Legacy storytelling (biography, documentary, media archive) ► Ongoing family engagement experiences (local & international)
IDEAL FOR:
Individuals, companies, families, and private foundations who want one trusted partner carrying philanthropic strategy, family legacy, or both — governed with the same discretion and precision throughout.
LET’S TALK: REACH | RESONANCE | GENEROSITY
THOUGHT LEADERSHIP & SPEAKING ENGAGEMENTS
Bringing audiences closer to what generosity actually asks of them.
From executive retreats to global keynotes, Keith speaks to foundations, leadership teams, private companies, and donor audiences about making generosity more personal, immersive, transformative, and legacy driven - speaking from both vantage points (recipient and donor himself),.
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
BEGIN THE WORK
We customize every partnership to fit your goals, your organization, and most importantly - your vision. Whether you're just getting started or looking to evolve your philanthropy, legacy storytelling, or family office, we're here to help you build something that lasts.