Queen City Impact (QCI) provides three primary areas of family advising services- philanthropy stewardship, governance facilitation, and legacy development. We utilize a series of tools with multi-generational families, family offices, and foundations to enhance and diversify family conversations, plans, and services.

As an independent firm, we collaborate with financial and legal advisors managing the client’s financial assets and provide complementary services and strategies that work with, not independent of, asset management goals, estate plans, and tax strategies. 

Family Advising Service Areas

Family Philanthropy Stewardship

  • Compose a purpose and vision of the family’s philanthropy, identify and recommend charitable partners, advise on giving vehicles and agreements, measure the impact of charitable giving, and other needs aligned with management of annual charitable planning.

Family Governance

  • Organize, design, and manage the administration and content of business related to family governance.

Family Legacy Developer

  • Discover, facilitate, and steward opportunities that fulfill family legacy goals and achieve a multi-generational purpose.

Web of Family Wealth©

Family Advising Tools

Our proprietary family advising tools are designed to foster family alignment, discover purpose, and define generational impact beyond financial capital.

The following are an introduction to some of the tools we developed independently and utilize with clients.

1. Setting the Table©

This foundational experience facilitates a deep conversation around transitioning the full weight of the family’s wealth and legacy, not just transferring it. Families explore how their memories, values, and pursuits are lived and expressed using the family table—one from the past, present, and future - as the thought vehicle.

2. Web of Family Wealth©

This interactive exercise expands the definition of wealth, helping families visualize and assess their overall well-being, purpose, and impact. By identifying key drivers of personal fulfillment and shared legacy, families gain insight into where they are today and where they want to invest—emotionally, spiritually, and socially—to live richer, more purposeful lives.

3. Legacy Jukebox©

This immersive tool helps individuals explore the story of their "organic legacy"—the impact one naturally leaves on their surroundings through relationships, values, and achievements in life. Using 100 coins, participants assign how many coins are needed for each of the 6 Jukebox’s that make up the orchestra of your organic legacy. This exercise often reveals gaps between intention and action, sparking important conversations about aligning legacy goals with present-day plans.

4. Our Unknown Inheritance©

Inheritance by nature involves a lack of choice, but identifying and understanding a fuller picture of what is being transitioned to individuals across generations is invaluable to successful families. This tool identifies the values, beliefs, and experiences that represent nonfinancial assets of an individual and the outcomes are used to create a framework of where and how families can cultivate and communicate intangible forms of wealth.

5. Old & New Money Messages

Money is more than a number or an amount- it is a component of wealth that is shaped by stories, beliefs, and assumptions. This self-reflection tool helps individuals and families uncover the unconscious "Old Money Messages" that have shaped their relationship with wealth and create new ones that better serve their needs and plans.