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A London-based individual investor
with interests in property, clean-tech and hedge fund investments
 PCG was retained to establish a philanthropic investment strategy strategically designed to align with and enhance existing investment and operating assets. In addition, PCG was charged with identifying unique investment opportunities and co-investors for client interests.
A Forbes 100 family interest
to identify unique, non-correlated investments
 Following several exploratory meetings with the chief investment officer, and later the CEO of the family office, regarding their investment allocations and desire to increase their allotment to non-correlated assets, PCG identified an investment opportunity of interest which delivered a significant premium to market returns.
A Taiwanese family of entrepreneurs
In order to reverse the outcomes from an under-performing management and an ill-conceived business strategy, PCG was retained to assist with the interim management of a family operating business with offices in six countries.
A retired Goldman Sachs partner
and engaged philanthropist
 PCG was retained to assist with the development of a new and innovative conservation program, the first of its kind to create a national program in hopes of its replication across the globe. Partner organizations include several prominent philanthropic families with decades of experience in the field.
A Geneva-based multi-family office
 Representing sixteen families of multi-generational wealth, this multi-family office operation requested PCG assistance in identifying unique investment opportunities, introductions to other PCG families of like standing and to provide advisory services relating to its clients' philanthropic interests.
A Dubai-based family office
Given geographic and cultural distances from an investment opportunity of interest, PCG was retained to conduct due diligence on a potential acquisition, to meet and negotiate with management and to opine on the viability of the investment strategy.
An American family
with six generations of independent family wealth
 PCG was asked to conduct research on a particular legacy matter and to advise the family as to the best path forward to address a long-standing problem relating to wayward philanthropic entities.
A globally engaged billionaire and philanthropist
with numerous entities and investment interests
Working closely with the family office president, PCG was asked to conduct a review of existing philanthropic engagements and to opine as to the most effective means of fostering better communication and accountability amongst various family funded philanthropies and to identify opportunities to leverage existing resources for increased efficiencies with an eye toward co-investment with outside entities.
Royal Dutch Shell Group
 PCG was retained to work in conjunction with the Executive Director of the Shell Foundation to assist with the development of its outreach effort, to identify strategic partners and co-funders for its 'Enterprise Solutions to Poverty' programming in India and Africa.
See www.shellfoundation.org
Guggenheim Capital Partners
 PCG was retained by the founding partners of Guggenheim Capital, including a member of the Guggenheim family, to help distinguish and differentiate the firm from its many competitors in the wealth and asset management business by creating a unique philanthropic advisory service and the development of proprietary investment vehicles including in the clean tech sector.
See www.guggenheimpartners.com
Consensus Business Group
PCG was retained by the founding shareholder of Consensus Business Group to assist in identifying co-investors for firm managed investment vehicles, to identify new investment opportunities and to create strategic philanthropic alliances with NGOs in order to advance the interests of the firm and its founding family and to move the needle on the climate change debate.
See www.consensusbusiness.com
The Shell Foundation
 PCG was retained to work in conjunction with the Executive Director of the Shell Foundation to assist with the development of its outreach effort, to identify strategic partners and co-funders for its 'Enterprise Solutions to Poverty' programming in India and Africa.
See www.shellfoundation.org
Ceres and the Investor Network on Climate Risk
PCG was retained to work with the President of Ceres and the Investor Network on Climate Risk to help extend its development effort, to identify new donors, to help package and further develop program offerings and to engage with the corporate, investment and philanthropic communities including in the Middle East.
See www.ceres.org and www.incr.com
The Kauffman Foundation
 PCG worked with the Kauffman Foundation to develop a new program and successfully represented its interests with a partnering academic institution to create a highly regarded program within a new segment of the philanthropic marketplace.
See www.kauffman.org
The Linden Trust for Conservation
 PCG was retained by the benefactor of The Linden Trust for Conservation, a retired Goldman Sachs and McKinsey partner, to assist in the identification of co-investors in a best-in-class conservation initiative in partnership with The Nature Conservancy, the Gordon and Betty Moore Foundation, the Walton family and the government of Costa Rica.
See www.lindentrust.org, www.moore.org and www.nature.org
Meedan
PCG's founding partner serves in a developmental advisory capacity for Meedan, an emerging social technology company. With particular emphasis on fostering dialog in and about the Middle East, Meedan is engaged in important cross-cultural programming which PCG is particularly well suited to enhance. With several important relationships in the region, PCG assists Meedan in expanding its reach.
Funding partners include: IBM, the MacArthur Foundation and Pew Charitable Trust.
See www.meedan.net
The Global Water Challenge
PCG serves as a pro-bono advisor assisting the Global Water Challenge in identifying strategically aligned donors, particularly in India and within the non-resident Indian community in the States.
Funding partners include: the Bill and Melinda Gates Foundation, Cargill, Coca Cola, the UN Foundation and Catholic Relief Services.
See www.globalwaterchallenge.org
Allied Investment Group
a private Dubai-based, family office investment company
 Given geographical and cultural divides from an investment opportunity of interest, PCG was retained to conduct due diligence and opine on the viability of a potential corporate acquisition, to meet and negotiate with management and to advise founding family representatives accordingly.
Guggenheim Capital Partners
 PCG was retained by the founding partners, including a member of the Guggenheim family, to help distinguish and differentiate the firm from its many competitors in the wealth and asset management business by creating a unique philanthropic advisory service and the development of proprietary investment vehicles including in the clean tech sector.
See www.guggenheimpartners.com
Consensus Business Group
PCG was retained by the founding shareholder of Consensus Business Group to assist in identifying co-investors for firm managed investment vehicles, to identify new investment opportunities and to create strategic philanthropic alliances with NGOs in order to advance the interests of the firm and its founding family and to move the needle on the climate change debate.
See www.consensusbusiness.com
Private Geneva-based Investment Company
 Representing sixteen families of multi-generational wealth, this multi-family office requested PCG's assistance in identifying and gaining access to unique investment opportunities. In addition, PCG provided introductions to other PCG families of like standing and provided counsel on the strategic value of enhancing philanthropic advisory services to the multi-generational families they serve.
John Jay College of Criminal Justice
 Working with the Kauffman Foundation, PCG assisted both Kauffman and John Jay College of Criminal Justice in the conceptualization of a unique program and helped to structure the terms in which the program would be manifest, financed and managed.
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