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| Creating Focus |
| Short Term Consulting |
| On-Going Consulting |
| Family Meetings |
| Speeches |
| Research |
| Identification of Advisors |
| Grantmaking Expertise |
| Choosing a Charitable Instrument |
| Family Office Consulting |
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| Known nationally for her work in philanthropy, Mally Cox-Chapman takes an individual approach to advising clients. |
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Family Meetings
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As we often say to our clients, the foundation table is different from the dining table, and our job is to teach you the difference. Having a facilitator present can help a family stay on task and avoid some of the shoals of family life. Your advisor will set an agenda with your input, get buy-in from all present, and suggest any number of ways to make the challenges of giving away money easier. We provide a teaching component on a variety of issues:
- how to be an excellent trustee
- the financial education of the next generation
- the craft of grantmaking
- assessment and report to the family's foundation board on governance and grantmaking
We also believe in honoring the history of the family and encourage the telling of it. The story of how the money was made and the original intent of the first donors helps insure that the mission of a family’s charitable work is a beacon of how the work is done.
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A large and complicated family was preparing for a monumental step up in funds to its family foundation. Mally interviewed the staff of the family office and became aware of some of the complications within a blended family who were highly intelligent, competitive, affectionate, and yet wary of each other. Communication among family members became the first goal.
She interviewed each family member extensively about their attitudes on collective decision-making, grantmaking goals, leadership qualities among the trustees, and their attitudes about how to raise their children—the next generation of trustees—in the context of major wealth. At the family meeting they gathered to react to the document of quotes of what every family member thought, the stepmother said quietly, “I feel as though we have been handed the essential conversation we knew we needed to have, but were avoiding.” Decisions that had seemed impossible became easier. |
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