Priorities
Have you identified your giving priorities?
A new standard in givingGive with intention.
Give with intention.
Decide with confidence.
Live with impact.
I'm a concierge philanthropic advisor for generous people who want their giving to feel as considered as the rest of their life — clear goals, vetted partners, real outcomes.
The starting point
How do you give?
Four questions I sit with every donor — the answers shape everything that follows.
Partnership
A trusted hand at every decision.
Alignment
How do you decide whether new or existing organizations align with your strategy?
Impact
How do you structure gifts to deliver maximum impact to recipients?
Legacy
Have you thought about how your generosity today will help define your legacy tomorrow?
"Generosity is one of the most personal things a family will ever do. My job is to make it feel that way again — unhurried, considered, and entirely yours."
A note from Joshua
A different feeling
What if giving could be stress-free?
Giving money away can be surprisingly challenging. But it doesn't have to be — I make it easy, considered, even joyful. Better yet, you don't have to do everything yourself.
Real conversations
It usually starts with a coffee.
No pitch, no paperwork. Just a conversation about what you care about — and how I might help.
Concierge AdvisoryYour wealth has advisors.
Your wealth has advisors.
Your giving should too.
Just as you rely on your wealth manager, accountant, and attorney, you can rely on me to support you in your giving. Together, we will:
Clarify
Your goals, values, and what you hope your generosity will make possible.
Develop
Thoughtful giving strategies that compound over years, not quarters.
Identify
Organizations doing work that resonates — vetted, tracked, followed up.
Steward
Every commitment, relationship, and outcome — discreetly and with care.
The resultA giving plan that lets you
A giving plan that lets you
act with conviction.
Donate with confidence
Every gift backed by research and intention.
Increase your impact
Dollars travel the shortest distance to outcomes.
Enjoy your giving
Lighter mental load, deeper meaning.