Who We Serve
families and family offices
Phīla partners with high-net-wealth and/or high-profile individuals, families and family offices who have a strong impulse toward philanthropy and are seeking to have a greater impact with their giving.
COrporations and small businesses
We work with businesses in a variety of sectors to guide the development of corporate philanthropic programs. While every client presents a unique set of needs, there is one thing you can always expect: confidential, ethical and impartial advice.
CHARITABLE ESTATES
At Phīla, we work with attorneys and trustees to consult on and distribute charitable estates according to donor wishes. We can also serve as a Personal Representative for charitable estates.
Family Foundations
Phīla consults and advises small or unstaffed foundations on governance, family dynamics, NextGen engagement, grant strategy, and overall operations. Our deep expertise incorporates best practices, peer networking and partnering opportunities to enhance your effectiveness.
Testimonials
"WE DID IT. With your guidance and knowledge I feel so happy with our decisions. We can make a difference with the Trust’s generosity—their work and spirit will live on! I truly value your expertise and friendship throughout this process."
— C. Wilson, Executor of a charitable estate
"Thank you so much for helping us make progress on our philanthropy and legacy planning business. You are a rock star!"
— Jon D. Jones, CEO Brighton Jones
“Thank you SO MUCH. Your guidance here has been so helpful and empowering to me. I feel so much more aligned within myself in this work since I first stepped into your office.”