Examples of Our Services

The following are examples of services we provide. We design every client interaction to suit the unique objectives, culture, and situation of every client. All of these services are available to a broad range of for-profit and non-profit clients of varying sizes internationally, and represent our services provided in person and through Skype or teleconference.

• Designing and drafting ethics policies, strategies, and implementation
• Development of an ethics culture within organizations or individually
• Ethical matters relating to governance (including board policies and functioning)
• Integration of ethics analyses into strategic planning
• Advising on specific ethics challenges and crisis management
• Ethics training programs (including interactive experiences)
• Reflection on industry-wide ethics challenges (ranging from corporate sectors and venture capital to educational institutions to non-profit organizations)
• Private coaching for organizational leaders on ethics matters
• Program in ethics for educational institutions and professional organizations
• Consulting and training on ethics matters for non-profit organizations: operating non-profits, grant-making non-profits, and grantee organizations (ranging from start-ups to Nobel Prize winning global organizations)
• Ethics advising for social venture funds, academic programs in philanthropy, and other unique philanthropic structures
• Assessment of the ethics of grantee organizations
• Advice on international standards of best practice in ethics and an ongoing list of current research and scholarly recommendations.
• Development of ethical policies, practices, and cultures for individual philanthropists and families

Corporations and Partnerships

• Organizational policies: codes of ethics, conflicts of interest policies, audit committee policies, transparency policies, social media policies, and other custom-designed policies to fit the specific business and culture of the client
• Advice on specific ethical challenges or events
• Ethics for reputation enhancement, crisis management, and recruiting
• Individual coaching on a range of ethics matters
• Board and employee training on ethics matters
• Presentations for organizational events (off-sites, training days, strategic planning sessions, annual meetings)

Non-Profit Sector

• Consulting and training on ethics matters for a range of non-profit organizations: operating non-profits, grant-making non-profits,  grantee organizations (ranging from start-ups to Nobel Prize winning global organizations); social venture funds; academic institutions or programs; family and individual philanthropy
  • Codes of ethics and other policies (conflicts of interest, audit committee, social media, fund-raising and donor relations, and other custom-designed policies)
  • Advising on one-off ethical challenges
  • Ethics for reputation enhancement, crisis management, and recruiting
  • Board and employee training on ethics matters
  • Individual coaching on a range of ethics matters
  • Presentations for organizational events (off-sites, training days, strategic planning sessions, annual meetings)
• Assessment of the ethics of grantee organizations
• Advice on international standards of best practice in non-profit sector ethics
• Development of ethical policies, practices, and cultures for individual philanthropists and families

Venture and other Investment Funds

For venture capital funds and other investment funds we intervene both at the level of the fund and at the level of portfolio companies.

• Proactive development of an ethical culture and approach to doing business
  • Codes of ethics and fund policies (conflicts of interest, social medial, audit, and other policies depending on the unique objectives and personality of the client fund)
  • Analysis of ethical risk from international engagement
  • Implementation of ethical practices that protect reputation in the case of unethical behaviour (and media fall-out) involving the fund or a portfolio company (or even an investor or co-investor in a company)
  • Ethics practices to enhance recruiting efforts
  • Advice on one-off  ethics dilemmas within the fund, with investors, or with portfolio companies
  • Advice on specific on-going practices that may create issues (e.g. side funds)
  • Advice and coaching to individuals (e.g. a venture partner serving as interim CEO or a portfolio company management team member)
  • Training to highlight the implications of ethics for strategy, fund management, investor relations, portfolio company governance, and external relations
  • Succinct model policies and on-going advice for portfolio companies to facilitate ethical oversight and reputation protection

Services we do not provide

We do not provide legal, accounting, tax, financial, or investment advice; lobbying efforts; search firm services; trade advice; fund-raising services; or event organization services.