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Integrated Capital Strategies, LLC

We are a boutique consulting firm that works with founders and family offices who seek to use an expanded toolbox to bring positive social change, including grants, impact investments, public-private partnerships, advocacy and even operating entities. Current and past clients include Giving Pledge signatories, Forbes 100 members, private foundations and multi-generational family offices.

What Our Clients Say

  • "After working with Sharon for 14 months to re-envision our multigenerational family foundation, I happily share that Sharon’s ability to bridge the gap between family dynamics and effective governance strategies is unparalleled. Sharon tailored solutions for our family that fosters sustainable leadership within our foundation that will endure for generations. Sharon understands specific challenges and aspirations inherent in the family foundation landscape."

    Mary Burton Rogers Rhoades, Trustee

  • "Sharon and Lexie recently helped my extended family re-organize our family foundation. They not only understood how to communicate well across three generations, but they also have in-depth knowledge of best practices, and an ability to brainstorm with all of us on how to make processes work for us. Highly recommend working with Integrated Capital Strategies."

    Katherine R, 3rd Generation Director

  • "As a technology company looking to innovate in the philanthropy sector, we wanted to connect with professionals that were both pragmatic (i.e., navigating the sector as is) and innovative with a strong vision of what philanthropy could be and where it is going. Sharon has an unusual blend of both, and we derived tremendous value from her expertise and guidance as we built our company and software. Any professional, regardless of expertise, would benefit greatly from her knowledge and willingness to make learning a two-way street."

    Paul Lussow and Jeff Grossman, co-founders of Giving Place, philanthropy software for wealth enterprises and family offices.

We Can Help

If you’re looking to integrate your values into your capital - across the entire return continuum - with innovative models of philanthropy, impact investing, advocacy and an “all of the above” approach, see how we can help you accomplish your goals.