ITA
NGO due Diligence & Civil Society Mapping for Wealth Managers
Independent advisory support to strengthen philanthropic decision-making and manage risk in client conversations.
Non-promotional and non-executive in nature, this work complements — rather than replaces — the role of wealth managers, donors, and organisational leadership.
Why Philanthropy Matters for Wealth Managers
HNW and UHNW families increasingly expect their advisors to support not only financial planning but also purpose-driven capital allocation. As philanthropy becomes a core component of holistic wealth stewardship, wealth managers need reliable insights, trusted networks, and robust due diligence to guide clients effectively.
These advisory services help you navigate the nonprofit ecosystem, reduce complexity, and provide your clients with strategic, evidence-based philanthropic options.
85%
of UHNW families want philanthropic guidance
Client Expectation
Services
Comprehensive advisory support designed specifically for wealth managers navigating the philanthropic landscape.
NGOs Landscape Mapping
Curated views of nonprofit opportunities
Due Diligence
Credible, well-vetted recommendations
1. NGO Landscape Mapping
A clear, curated view of civil society actors and opportunities within a specific theme or geography.
01
Tailored Mapping
Organizations aligned with your client's values and priorities
02
Ecosystem Analysis
Dynamics, funding gaps, and emerging opportunities
03
Network Insights
Platforms that enable collaborative or higher-impact approaches
2. Due Diligence & Impact Assessment
Support your clients with confidence by providing credible, well-vetted recommendations.
Organization Review
  • Governance and operational assessments
  • Financial management and transparency
  • Leadership capacity evaluation
Impact Evaluation
  • Review of impact evidence
  • Organizational effectiveness metrics
  • Shortlist of best-positioned organizations
Value for Wealth Managers
Strengthen Client Relationships
Offer a differentiated service that integrates philanthropy into long-term wealth, legacy, and governance conversations.
Reduce Complexity
Save time with curated mappings and due-diligence reports designed to streamline your advisory process.
Manage Risk
Mitigate financial, operational, and reputational risks through structured evaluation tools.
Stay Ahead of Trends
Gain insight into evolving philanthropic practices, including systems-change approaches, next-gen engagement, and blended finance.
Strengthen Client Relationships
Offer a differentiated service that integrates philanthropy into long-term wealth, legacy, and governance conversations. By providing strategic philanthropic guidance, you position yourself as a holistic advisor who understands the full spectrum of your clients' values and goals.
This comprehensive approach builds deeper trust and loyalty, setting you apart in a competitive marketplace where clients increasingly seek advisors who can support their entire vision for impact and legacy.
92%
Client retention with holistic services
Risk Management & Efficiency
Save Time
Curated mappings streamline your advisory process
Reduce Risk
Structured evaluation tools mitigate operational concerns
Ensure Quality
Well-vetted recommendations build client confidence
Confidentiality and Data Protection
All engagements prioritize client confidentiality and adhere to stringent data protection standards. Information provided by wealth managers, family offices, or their clients is treated with the utmost discretion and utilized exclusively for agreed-upon advisory services.
No data, insights, or client-identifying details are ever disclosed to third parties, unless explicitly authorized in written. Our processes are fully aligned with prevailing privacy regulations in Italy, Switzerland and the European Union, including GDPR principles.
This commitment ensures that sensitive information is managed with unparalleled security, discretion, and full professional integrity at all times.
Why Wealth Managers Partner With Us
20+ Years of Experience
Working with civil society organizations globally, bringing deep expertise to every engagement
Deep Regional Knowledge
Particularly strong networks and understanding in Latin America, among other regions
Trusted Networks
Built through work with leading philanthropic organizations worldwide
Data-Driven Methodologies
Rigorous approaches for mapping, analysis, and due diligence
Meet Your Advisor
Extensive Experience
Over two decades providing strategic advisory to NGOs, philanthropic networks, and organizations such as Open Society Foundations, Inter-Church Cooperation Office (ICCO), Plan International and Diakonia, with deep familiarity in organizational strategy, landscape analysis, and civil society strengthening in complex contexts.
Global Reach
Long-standing relationships with civil society actors across Latin America, and other regions, enabling access to validated information and trusted partners.
Data-Driven Methodology
Mapping and due-diligence assessments drawn on structured data, comparative analysis, and sector insights to support informed client decisions.
A brief, confidential conversation to explore relevance.