May we all seek to be inspirations to those around us.

Schwartzman Advising works with high net worth individuals and multi-generational families, to help them systematically and strategically engage in philanthropy and volunteerism. Our authentic and personal approach helps unfold what people care and are passionate about and develops strategic plans for acting upon these determined values.  

We're focused on cultivating lasting, multi-generational relationships and advising on all aspects that allow families to live well with wealth.

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OUR Approach

Our passion lies in building authentic connections with all family members, young and old, setting up systems that allow families to thrive generation to generation, and ultimately leaving a lasting impact on both the family and community they are proud of.  We connect with each family member to elevate them personally and to help them reach their apogee of philanthropic and personal potential. 

Schwartzman Advising leverages a national network of consultants and industry experts in various fields  to best advise on each unique project.  We help our clients achieve the most from their resources.  It takes purposeful planning and strategic action plans to support individualized values.  From first time wealth earners to multi-generational families,  we help  set the tone, expectations, and opportunity for those close to you to get involved in giving and living a life driven by meaningful values.

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