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Helixx has engagements with several national financial and philanthropic advisory firms through which Helixx identifies key information about the fast-developing life planning and philanthropic services industry, and how companies can take advantage of the emerging trends and opportunities relating to it.
This work stems from the involvements of The Helixx Group with individual and institutional clients engaged in "new models" of personal advisory services and the intersection of these services with philanthropy. For example, the firm has been engaged in a large-scale effort to understand how financial advisors can more effectively provide wide-ranging philanthropic services to their clients, how to replicate successful "family office" models, how to incorporate best-of-class "open finance" technology solutions and other smiliar initiatives.
"Entrepreneurship is by no means confined solely to economic institutions." - Peter Drucker
09 September 2010
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