Invest well. Invest for good.
Performance and purpose belong together, and we never separate them. The same standard runs through everything we manage for you.
Invest
Portfolios shaped by your values and activated across everything you own.
Plan
Legacy that carries your intentions from one generation to the next.
Give
Philanthropy with strategy behind it and impact you can see.
Every investment, asked twice.
Will it perform? And what will it change? The Blackwell Harris process exists to answer those two questions well.
Values Discovery
A guided conversation about the principles you live by and the difference you want your wealth to make, in your lifetime and beyond it. What emerges guides how we invest and how you give.
A long-term partner across everything a family owns.
Most of our relationships span decades and carry through generations.
Wealth is personal
We help you uncover what yours stands for, then put it to work for the future you want to see.
Mission, fully invested
Your grants are only part of the picture. We align your endowment with your mission, so everything you hold moves your cause forward.
Prepared to lead
Inheriting wealth brings responsibility and the chance to lead. We prepare inheritors to steward it on their own terms.
We practise what we preach.
The partners we keep and the causes we support pass the same screen we build for you. It has been that way since day one.