"What could our team accomplish together with the right resources?  The possibilities are limitless."

General Counsel Services for Private Foundations.

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Our Wealth Compass provides the following range of services for Private Foundations:
  • Forming the Foundation, including State Nonprofit Filings and Federal Filings, Application for Tax-Exempt Status as 501(c)(3) Organization
  • Maintaining Corporate Records
  • Providing an Address and Office Presence for the Foundation
  • Designing a “Career in Philanthropy” for Board Members and Officers of Multiple Generations, including Defining Roles, Establishing Reasonable Compensation, Leadership Training and Goal-Setting
  • Strategic Planning for the Foundation
  • Structuring Foundation Governance 
  • Coordinating Family Meetings or Board Meetings
  • Designing Consensus-Building Exercises and Creative Engagement Projects in Philanthropy and Social Entrepreneurship
  • Organizing National and International Travel Involving Destination Visits and “Voluntourism” Experiences
  • Defining and Designing Nonprofit Policies
  • Conducting Organizational Ethics Assessment and Facilitating Assessment Outcomes
  • Evaluating Mission-Related or Socially-Conscious Investing
  • Exploring Program-Related Investing
  • Grantmaking, including Organizing Grant Applications and Managing Specific Grant Programs
  • Negotiating, Reviewing and Drafting Agreements with Other Charitable Organizations
  • Coordinating Philanthropic Cooperatives
  • General Legal Compliance for the Foundation
  • Coordinating Website, Social Media, and Marketing Collateral

General Counsel and Family Office Services for Families with Businesses.

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Our Wealth Compass provides the following range of services for Families with Family Businesses:
  • Reviewing and Maintaining Corporate Records
  • Structuring Family Governance 
  • Defining and Designing Corporate Policies
  • Strategic Planning for the Family Business
  • Designing a "Career in the Family Business” for Family Members of Multiple Generations, including Defining Roles, Establishing Reasonable Compensation, Leadership Training and Goal-Setting
  • Coordinating Family Meetings
  • Designing Family Consensus-Building Exercises and Creative Engagement Projects in Leadership and Entrepreneurship
  • Conducting Organizational Ethics Assessment and Facilitating Assessment Outcomes
  • Organizing National and International Travel Involving Destination Visits and “Voluntourism” Experiences
  • Reviewing and Drafting Buy-Sell Agreements and Member Control/Operating Agreements for the Family Business
  • Creating Succession and Transition Plans for the Family Business
  • Reviewing and Drafting Core Estate Planning Documents for Family Members
  • Engaging in Antenuptial and Postnuptial Planning for Family Members to Protect Family Assets
  • General Legal Compliance for the Family Business
  • Coordinating Family Website, Social Media, and Internal Collateral

General Counsel Services for Tax-Exempt Organizations.

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Our Wealth Compass provides the following range of services for Tax-Exempt Organizations:
  • Forming the Organization, including State Nonprofit Filings and Federal Filings, Application for Tax-Exempt Status as 501(c)(3) Organization
  • Maintaining Corporate Records
  • Providing an Address and Office Presence for the Organization
  • Defining Roles for Board Members, Committee Members and Officers, including Creating Job Descriptions, Establishing Reasonable Compensation, Leadership Training and Goal-Setting
  • Strategic Planning for the Organization
  • Structuring Governance Practices and Procedures
  • Coordinating Board or Committee Meetings
  • Designing Consensus-Building Exercises and Creative Engagement Projects for Board Members, Officers, Staff and Donors
  • Organizing National and International Travel Involving Destination Visits and “Voluntourism” Experiences for Donors
  • Defining and Designing Nonprofit Policies
  • Conducting Organizational Ethics Assessment and Facilitating Assessment Outcomes
  • Evaluating Mission-Related or Socially-Conscious Investing
  • Exploring Program-Related Investing
  • Negotiating, Reviewing and Drafting Agreements with Donors and Strategic Partners
  • Coordinating Philanthropic Cooperatives
  • General Legal Compliance for the Organization
  • Coordinating Website, Social Media, and Marketing Collateral

Our Pricing.

Our Wealth Compass advisors are licensed attorneys and are able to act as the general counsel, strategic planner, facilitator and more, resulting in overall cost savings to the organization.  Each Our Wealth Compass advisor serves a small, select group of clients which ensures prompt, personalized attention to each client.  We work with your existing financial, accounting and legal advisors to provide seamless support to your foundation or business.  We tailor each engagement to your needs.  Our pricing is be based on all-inclusive an annual fee plus approved expenses.  

The Value of Research.

At Our Wealth Compass, we believe in the value of research. Gathering and analyzing the right data from the right people can replace confusion with answers and lead to options, solutions and strategy. We use research methods with board members, family and business groups to:
  • Identify goals and possibilities
  • Uncover the roots of conflict and break deadlock
  • Help boards work more efficiently and with greater attention to ethics and legal compliance
  • Assess the readiness of the family, business or ownership group for transition of wealth
  • Build consensus around ownership, management and operation of family and business assets; and
  • Unlock innovation and creativity.