Family Office
Advisors
Build Philanthropy Into the Family’s Broader Wealth Strategy
For families of significant wealth, philanthropy is often part of a much larger picture that includes investments, tax and estate planning, family governance, and legacy. The Dallas Foundation works alongside family offices to build charitable strategies and structures that fit within that broader framework.
From donor-advised funds, endowments, and supporting organizations to complex giving and family engagement, we bring philanthropic expertise, charitable infrastructure, and deep North Texas knowledge to the table. Our outside managed account capability can also keep eligible charitable assets connected to the family office’s investment strategy and reporting.
The family gains a more intentional, integrated approach to philanthropy. You gain an experienced partner that strengthens the comprehensive service you already provide.
Discuss a Client’s Charitable Goals
Kevin Betancourt
Director of Philanthropic Partnerships
Explore the Family Office Guide
Build the Right Philanthropic Infrastructure
Sophisticated family philanthropy rarely fits neatly into a single vehicle. We help family offices think across structures and build an approach that can evolve as the family’s goals, governance, and giving change over time.
Together, we can help families:
- Use donor-advised funds, endowments, supporting organizations, and other charitable vehicles in complementary ways
- Keep eligible charitable assets aligned with the family office’s investment strategy through outside managed accounts
- Evaluate charitable options around complex assets and significant liquidity events
- Consider when a DAF, endowment, or supporting organization may complement or provide an alternative to a private foundation
- Create a structure that supports both current giving and long-term legacy
Strengthen the Family
Office’s Role Across
Generations
Philanthropy can be one of the most effective ways to bring generations together around shared decisions, values, and responsibility.
Support family governance
Use philanthropy as a constructive setting for shared decision-making, values conversations, and family education.
Engage the rising generation
Give children and grandchildren meaningful ways to participate, learn, and develop their own philanthropic voice.
Build continuity across generations
Create charitable structures and practices that can evolve with the family while helping the family office remain a trusted resource through periods of transition.
Deliver more comprehensive service
Add specialized philanthropic expertise and local knowledge to the family office’s capabilities without having to build every function internally.
Philanthropic Infrastructure Behind Your Advisory Model
The Dallas Foundation is designed to work alongside the family office, not around it. We can provide charitable administration, grantmaking expertise, complex-gift support, family philanthropy guidance, and knowledge of the North Texas nonprofit landscape while your office remains at the center of the family’s broader advisory relationship.
Whether a family is formalizing its giving, expanding beyond an existing private foundation, engaging the next generation, or building something intended to endure, our team can bring the expertise and infrastructure to help move the strategy forward.
Bring us into the conversation, and we’ll work with you to build a philanthropic approach that reflects the family’s values, supports its broader wealth strategy, and can grow with it for generations.
Advisor Expert Hub
Professional Advisor Council
Join an elite community of legal, financial, and tax professionals committed to philanthropic innovation and the advancement of strategic giving in North Texas.
Complex Assets
Insights
How It Works
Guided by philanthropic advisors trained and certified in 21/64’s approach to values-based and multigenerational giving, we work closely with your clients’ to uncover their long-term vision for impact.