Family Wealth-Holders Charting the Course of Philanthropy and Impact Investing


Carlyle Advisors


Together with our partners and a global network of experts, Carlyle Advisors provides our Members, their foundations and their private-sector companies with specialized and difficult

to access consulting and relationship building resources. Our capabilities include:


  • Strategy and Implementation:  Assistance with philanthropic or investment mission development, strategy and implementation.

  • Originate Opportunities:  Origination of investment and philanthropic opportunities, including technologies, private sector companies and not-for-profit organizations.

  • Due Diligence:  Objective  due diligence of technologies and organizations being considered for a philanthropic gift or investment.  Carlyle provides insightful analysis of scientific, regulatory, financial and commercial considerations.

  • Measure Impact:  Once a philanthropic gift or investment has been made, Carlyle can help you and your advisors monitor and examine the impact of your past philanthropic gift or investment.

  • Capital:  Carlyle Advisors selectively integrates like-minded family wealth-holders and foundations to scale financial resources for specific initiatives.  Carlyle Advisors also integrate accomplished innovators from the private-sector or the not-for-profit sector with members of our community where we have the explicit consent of family offices and established a fit with their specific capital deployment objectives.

  • Discrete Recruiting:  Recruitment of specialized executives, board members and expert advisors from the United States and around the world.


Each engagement is tailored to the specific needs of each family office, foundation or private sector organization.  Contact us to schedule an exploratory discussion regarding Carlyle Advisors.

Problem solving and reaching your objective requires more than data, it also requires experience, insight, creativity and the right relationships.