QCI offers a new model for families to achieve their financial goals, steward family wealth, and deliver meaningful change to their passions. We manage the day-to-day of the charitable plans and lead the facilitation of family governance needs in a teaming approach with other trusted advisors. 

Queen City Impact’s six-step approach to a Family Wealth Plan is how we begin relationships with new clients. It is a collaborative and discernment-based process that delivers outcomes that are client-driven, quantifiable, and a deep human impact.

Our services are designed to integrate seamlessly with client’s existing wealth management, estate planning, and tax strategies, ensuring that each client’s deliverables fulfill family legacies and enhance financial goals.

We collaborate as part of the team to foster a deeper understanding and appreciation of the different types of family wealth, helping clients recognize and utilize them as valuable assets.