Navigate Complexity and Lead with Confidence
Phīla’s advisors are experienced facilitators and coaches. Our facilitation helps families and boards host productive, inclusive meetings where complex decisions get made with clarity and care. Our coaching offering provides one-on-one support to individuals navigating transitions, stepping into new philanthropic roles or seeking greater confidence in how they lead. In both settings, we bring a balance of structure and flexibility–grounded in deep listening, strong relationships, and a commitment to turning meaningful conversation into action.
How can we help ?
COACHING:
- Support clients through life transitions such as major liquidity events, inheritance, leadership succession, or a shift in philanthropic direction
- Coach individuals—especially next gen leaders, women, and trustees—on how to step into influence with confidence and purpose
FACILITATION:
- Facilitate family or board meetings that are inclusive, joyful, and productive
- Help multi-generational families talk openly about values, legacy, and how they want to give and invest for impact
- Moderate high-stakes or difficult conversations with nuance and care
Areas of expertise
One-on-One Coaching
We offer individualized coaching for family members, trustees, and philanthropic leaders. From building confidence in your role to preparing for difficult conversations, our coaching is confidential and grounded in your real-world context. Many clients come to us during transitions—such as wealth events, leadership changes, or evolving family dynamics—seeking greater clarity and confidence in how they lead.
Family Dynamics & Decision-Making
We guide families through important conversations about shared values, giving goals, and legacy planning. Sometimes that means working through a tough issue; other times it’s about building on existing strengths. We create focused, welcoming spaces that help families align and move forward together.
Board Meeting Facilitation
Our advisors design and lead board meetings that are engaging, inclusive, and purpose-driven. We help create shared understanding, elevate diverse perspectives, and ensure aligned decisions.
Workshops
We design and facilitate engaging workshops tailored to your group’s needs—ranging from governance and Next Gen engagement to values alignment, equity, and systems change. Each session blends practical tools with reflective exercises to deepen learning and inspire action that lasts beyond the room.
Making the world a better place with humility, clarity, and compassion
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We support clients through moments of growth, change, and complexity—helping them build trust, lead with confidence, and turn conversations into meaningful action.
“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.”
“Thank you so much for helping us make progress on our philanthropy and legacy planning business. You are a rock star!”
You held such an open and trusting space and you’re a skilled and thoughtful guide. I appreciate your reflective listening!
