Calyx Advisors

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WE ARE CALYX.

Calyx Advisors offers customized campaign counsel, operations management, development and support of strategic advisory services, foundation management and crisis management services to clients with public personas, including clients in film, music, television, professional sports, and publishing. Specialists in managing a public narrative, Calyx offers a range of complementary services to high net worth individuals and their families via foundation board retreats, professional development workshops and intensive one-on-one advising.

THIS IS WHAT WE DO.

For our individual athlete and “public persona” celebrity clients, in addition to personal brand management, Calyx supports the managed growth and oversight of donor advised funds, while also promoting the healthy transfer of intergenerational wealth.  

For established foundations and nonprofits, we can provide a fresh perspective on your operational management needs.  We work with established philanthropic entities while at the same time helping major individual donors design and implement what we like to call personal generosity plans. No matter where you are in your foundation development, we can help. We can conceptualize and develop a new foundation including establishing grantmaking vision, guidelines, policies, and staffing structure.

TRUST CALYX TO BUILD YOUR FOUNDATION, BLOCK BY BLOCK.

Foundation building is at the heart of Calyx's mission. Whether you are a candidate seeking an edge over the competition in field, messaging and election day activities, a young company planning to establish a new foundation, or a family seeking to formalize your philanthropic efforts, Calyx brings the experience you need to get you where you need to go with a strong start, and an even stronger finish.

CALYX WILL GUIDE YOU TO A STRONGER LEGACY.

Let us establish your Donor Advised Fund or Charitable Remainder Trust. DAFs and CRTs are excellent vehicles for individuals who plan on leaving a portion of their estate to charity, but need to continue receiving income from their investment portfolios.

If your objective is an income tax deduction, a Charitable Living Trust can be structured so that annual payments are made to a nonprofit and the principal is returned to you at a designated point in time.

MAP YOUR FUTURE WITH CALYX, AND YOUR WEALTH AND BRAND ASSETS WILL NEVER BE LOST.

Brand management, it’s what we do.  If it’s a personal passion you want to raise awareness for, or a ballot initiative you’d like to pass or defeat, Calyx will actively engage in mapping and implementing your plan of action.  We work with both established philanthropic entities as well as help major donors design and implement generosity plans. And no matter how challenging the issue or regulatory terrain, Calyx will help demystify the landscape for new family foundations and provide established foundations with a fresh perspective.

With Calyx, you are in trustworthy and competent hands.  We are very familiar with the tax and legal considerations of philanthropic planning and will work with you and your other advisors to put everything in place for the future.