Case Studies
Real examples of thoughtful execution
Important Note
No performance claims. Each situation is unique. These anonymized examples illustrate process, not outcomes.
Technology Entrepreneur
Aligning liquidity with giving objectives
- objective:
- Create giving structure while maintaining growth exposure
- constraints:
- Concentrated position, tax efficiency requirements
- process:
- 6-week diligence and documentation period
- documents:
- Appraisal, gift agreement, tax opinion letter
Multi-Generational Family
Coordinating complex family objectives
- objective:
- Establish sustainable giving across three generations
- stakeholders:
- 12 family members, 4 advisors, 3 nonprofits
- timeline:
- 4-month implementation with phased approach
- confirmations:
- Independent valuations, family governance docs
Professional Services Partner
Post-transaction charitable planning
- objective:
- Maximize charitable impact following business sale
- support:
- Coordination with CPA, attorney, and wealth advisor
- lessons:
- Early planning enables better outcomes
- documentation:
- Complete audit trail for all parties
Common themes across engagements
Planning
Early engagement enables better outcomes
Process
Clear steps reduce complexity
Partners
Independent validation builds confidence