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Families and Individuals

We help families and individuals who aim to leave lasting legacies develop effective and efficient strategies for their philanthropy and impact investing. We often assist clients who face a transition: selling a business, inheriting and/or transferring wealth, or integrating a younger generation’s ideas about philanthropy. We also serve families and individuals who wish to revitalize and refocus their philanthropy or impact investing, or who need new management systems to accomplish their goals. Arabella Advisors best serves those searching for more innovative and more effective ways to use their resources.

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Institutional and Community Foundations

Given their ambitious and important agendas, foundations routinely have needs that exceed their capacities. Whether building a strategy for a new grant-making area, conducting an independent evaluation of an existing strategy or grantee, or facilitating grant-making collaboratives between like-minded donors, Arabella Advisors is a strategic partner and a solution to limited capacity. Our network of top experts in a wide variety of sectors brings exceptional insights to even the most-experienced funders. As an independent advisor, we empower foundation staff with expert credibility, complete confidentiality, and exceptional analytical acumen. We can also help bridge what is often a gap between foundations’ program and finance teams as they think through using their endowments to accomplish their missions. We help educate staff and trustees to make informed decisions.


We help corporations align philanthropy and impact investing with their business strategies and bottom lines. From global public companies to local family-owned businesses, our clients share an interest in giving back to the communities where their customers and employees live and work. At times limited in social-sector knowledge or capacity, companies use our nonprofit and business experience to build programs that demonstrate their community engagement and concern.

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