What to Expect During Our Initial Discussion

• A warm introduction to understand your vision, values, and philanthropic aspirations.

• Exploration of your goals—whether establishing a private foundation, shaping a family legacy, or refining an existing strategy.

• A guided overview of the services The Livis Group provides and how they can support your desired impact.

• Clarification of priorities to identify the areas where you most need support, structure, or expert insight.

• Initial recommendations tailored to your objectives and stage of philanthropic planning.

• A clear outline of next steps, including potential pathways, timelines, and what working together might look like.