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 approach guides families through a journey, delivering a unique client experience that deepens trust, strengthens loyalty, and generates measurable human and philanthropic impact.
QCI’s services are relationship-driven and we co-design all deliverables with clients and in-tandem with other advisors and existing plans. Our fee model is based on time and scope, not assets under management.
This enhances advising collaboration and ensures that services are personalized to the client and aligned with other family plans.
