For Advisors

Queen City Impact (QCI) partners with wealth advisors, family offices, law firms, accountants, and philanthropic institutions that serve multi-generational families.

We don’t compete with your expertise—we complement it.

Our proprietary family advising services strengthen client relationships, expand your firm’s capabilities, and generate measurable human and philanthropic impact.

A Partnership with QCI:

Working with QCI provides natural and genuine opportunities for the advising team to: deepen multi-generational client trust; create new client engagement opportunities through workshops, legacy planning, and philanthropic design; and enhance service model differentiation in a competitive advisory marketplace.

  • Integrated Advisory Solutions

    • QCI embeds seamlessly into your client service model, expanding in-house capabilities while preserving your role as the trusted financial lead.

  • Human-Centered Impact

    • We address the human side of wealth—family values, communication, and purpose—complementing financial, legal, and investment planning.

  • Transparent, Time-Based Fee Structure

    • Our fees are based on time and scope, not assets under management, ensuring alignment with client goals and project outcomes.

  • Proprietary Innovation

    • We can develop new & exclusive family advising tools tailored to your firm and clients, strengthening relationships and creating new value.

The Market Reality

  • $84.4 trillion is expected to transfer through 2045, with 42% ($35.8T) coming from high-net-worth and ultra-high-net-worth households.

  • The U.S. ultra-wealthy population grew 13% in 2023 to 147,950 individuals.

  • According to a recent McKinsey estimate, US women will control approximately $80 trillion in assets by 2030, about 2/3 of all private wealth.

  • According to a 2025 McKinsey study, revenues generated from fee-based advisory relationships have grown from approximately $150 billion in 2015 to $260 billion in 2024 (6.4 percent CAGR).

  • Family offices are booming: 8,000+ single-family offices worldwide (up from 6,100 in 2019), managing $3T+ in assets, projected to reach $9.5T by 2030.

Impact to Advisors & Firms

  • Client loyalty rises with charitable planning: Advisors who provide it see an NPS (net promoter score) of 67 vs. 49 for those who don’t.

  • Yet, only 27% of affluent individuals with $3M+ assets are currently discussing strategic philanthropy with their advisor.

  • 75%+ of Entrepreneurs’ say charitable giving is “a critical part of who they are” and their median charitable giving is 50% higher than non-entrepreneurs.

  • 78% of affluent families give at the local + community level. Fidelity Investments ranks Cincinnati as the fifth highest supporter of local charities in their 2023 Geography of Giving report.

  • Next-gen demand: 88% of affluent young adults want to give back like their parents, but only 20% want to take the same approach.

Value Add to Families

  • 41%+ of small-business owners plan to transition ownership in 5 years, 28% to a family member.

  • Families with strong intergenerational storytelling and values alignment see higher self-esteem, control, and resilience in children.

  • Family meetings and regular communication (81%) is considered the most-effective wealth transfer planning strategy by wealth management practices, followed by educational support (59%), and organized succession planning (31%)

  • 9 in 10 women wish they could be doing more to create positive social change, but only 14 percent have spoken to a financial advisor about charitable planning strategies.