Legacy Contribution
Retired CEO / Philanthropist
The Challenge
After a successful exit, the client felt a void. They had capital but lacked a vehicle for meaningful impact. They wanted to build something that would outlive them.
The Intervention
We designed a Legacy Contribution model. We identified the causes most aligned with the client's values and structured a family foundation. We created a mentorship program where the client could pass on wisdom, not just checks.
The Transformation
The creation of a sustainable impact ecosystem that provides education access and funding for emerging founders. The client found renewed purpose beyond profit.
Year
2026
Client Profile
Retired CEO / Philanthropist
Outcome