One partner. The whole portfolio. From the first conversation through the final post-cycle review, we handle every part of a serious giving practice — strategy, allocation, execution, compliance, and reporting.
This is the right engagement when a family wants their political giving to look and feel like the rest of their capital: planned, documented, executed with discipline, and reviewed cycle over cycle.
Usually in person, sometimes over a meal. Convictions, time horizon, family considerations, prior giving. We listen first. We do not present a plan in the first meeting.
Federal, state, structural, infrastructure. Balanced and deliberate. Yours to read, change, and share with your team. We do not move capital until you have signed off in writing.
Early structural commitments. Mid-cycle candidate placements. Late-cycle margin moves where they matter. Each contribution made through the appropriate vehicle, with the appropriate documentation.
Where applicable, we file California FPPC Forms 461 and 497 on your behalf. Compliance work is part of the engagement; not a separate line item, not your problem to solve.
Quarterly portfolio updates during the cycle. A full post-cycle review when results are in. Every dollar accounted for. Every outcome named, win and loss.
The next cycle is already starting before the current one ends. We carry the lessons forward. The relationship continues — usually for many cycles — because the work is never finished.
A flat monthly retainer between $2,500 and $12,500, set by the complexity of the portfolio — not the size of your giving. The fee holds steady across the cycle. It does not rise in presidential years.
Begin a conversation →Begin a conversation. We read every inquiry personally. Expect a reply within two business days.
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