WHAT WE DO
Integrated Expertise Across Key Disciplines
3W integrates consulting, legal strategy, estate planning, wealth management, and philanthropy into a single, coordinated platform. For families, business owners, and nonprofit organizations, that means decisions are evaluated in context—not in isolation. Rather than operating as a set of parallel advisors, 3W aligns disciplines from the outset—delivering coordinated strategy, clear roles, and seamless execution across each stage of planning.
What We Bring to the Table
Philanthropic Architecture
We help individuals, families, businesses, and nonprofit leaders design, build, and manage philanthropic organizations that endure. Our support spans the full lifecycle—from initial formation and structuring through governance, compliance, grantmaking, stewardship, operations, and long-term continuity.
Whether working with foundations, public charities, donor-advised funds, or other charitable initiatives, we help clients translate philanthropic intent into well-structured organizations and coordinated systems for lasting impact.
What this includes:
- Formation and structuring
- Governance design and board support
- Compliance oversight and reporting systems
- Grantmaking strategy and administration
- Stewardship and operational support
- Succession and continuity planning
Wealth and Legacy Strategy
We help individuals, families, and family offices design coordinated strategies that protect wealth, support tax efficiency, and align estate, investment, and philanthropic goals within an integrated long-term plan.
Our role is to bring structure, coordination, and continuity to complex planning decisions, helping clients and their advisors align trusts, charitable strategies, investment oversight, governance, and legacy objectives over time.
What this includes:
- Estate and tax planning coordination
- Advanced charitable planning strategies
- Trust structure alignment and coordination
- Investment oversight coordination
- Family governance and legacy planning
- Liquidity, exit, and multigenerational planning support
Customized Consulting
We provide tailored support for mission-driven organizations, families, and individuals navigating complex decisions—bringing together strategy, structure, and implementation across areas such as charitable planning, governance, fundraising, liquidity events, and multigenerational planning.
We help clients move from planning to action by aligning legal, financial, philanthropic, and operational considerations into a clear, coordinated path forward.
What this includes:
- Charitable strategy design and implementation
- Governance frameworks and board strategy
- Complex gift and charitable arrangement structuring
- Liquidity event, estate, and multigenerational planning
- Risk assessment and structural alignment
- Staff training, process development, and implementation support
3W exists to make complex financial conversations simple via access to infrastructure.™
Let’s Talk About What You Need
For consulting inquiries, reach out to our team. Whatever you are working through, we are here to help you find the right path forward.