Our Advisory Services
Wealth Transfer
Supporting women and next generation leaders as they navigate wealth, responsibility, and the shaping of future giving.
Philanthropic Planning
Clarifying purpose, focus, and approach to align giving with values, context, and long-term intent.
CEO and Board Support
Advising CEOs and boards on governance, strategy, and decision-making in complex institutional environments.
Giving Resources
Connect with Us Today
Ready to elevate your philanthropic journey? Contact us for a personalized consultation and discover how our services can transform your impact.
"Working with Dr. Michele Fugiel Gartner has been transformative for our foundation. Her strategic insights have helped us maximize our impact and align our goals with our values."
Executive Director, Family Foundation
"Dr. Gartner's expertise in next-generation advisory has been invaluable. She guided our family through a seamless transition, ensuring our philanthropic legacy continues to thrive."
Family Office Manager
"The philanthropic education was exceptionally well–organized and meticulously structured. Michele did an outstanding job of making the content not only relevant to real-world scenarios but also engaging and enjoyable."
CEO, Canadian Charity