Family philanthropy is where wealth touches values most directly. What gets given, to whom, what it achieved, who carries it to the next generation: these are the questions that matter most to the family, and they're mostly operational questions. Being able to have that kind of impact is what makes this work rewarding.
Two decades of complex multi-entity operations sit behind the work. Nine years were spent as CFO of a superyacht management company, designing the operational systems the company ran on. The five since then have been as a director at a leading San Francisco software practice, doing the same kind of work for clients whose workflows don't fit off-the-shelf tools.
What's unusual is the combination. Most chartered accountants don't design the operational systems; most software architects don't have that commercial acumen. AI tooling for automation and efficiency makes both faster. It's the combination that delivers that impact.
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