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Family Office Advisory
Helping family offices turn values into lasting impact.
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As a trusted advisor, I work closely with family offices to define what truly matters to them, translate their values into actionable strategies, and ensure their philanthropic and investment activities deliver meaningful and measurable change.

Services

Define your Impact Thesis
Uncover your core values and priorities through a guided discovery process. Together, we articulate your Impact Thesis—a clear and inspiring framework that guides all your social investment and philanthropic decisions.​
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Deliverables:
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Value mapping
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Impact strategic focus areas aligned with SDGs
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Impact Thesis statement

Design & Implement an IMM Framework
We co-create a tailored framework to track your impact—combining qualitative and quantitative data, ensuring alignment with leading global standards like the UNDP SDG Impact Standards, IRIS+, SROI.
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Deliverables:
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Key Impact indicators
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SROI calculation
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Data collection systems
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Reporting dashboards

Curate your Deal Flow & Philanthropic Projects
Developing tailored strategies to optimise financial resources and maximise returns by analysing market trends and aligning them with unique goals.
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Deliverables:
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Impact-aligned investment pipeline
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Philanthropic project vetting & Assessment
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Grant-making strategy

Why work with me
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Accredited trainer for UNDP SDG Impact Standards
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Proven tract record with Mana Impact and Lamivoie Partners in building impact theses and sourcing sustainable investment opportunities
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15+ years of entrepreneurial, philanthropic, and strategic experience in Asia
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Culturally attuned, results-driven, and discreet