What estate attorneys, wealth managers, and financial advisors need to know before referring a client to TovanaBloom — including when to refer, how engagements work, and what to expect.
TovanaBloom is a philanthropic advisory practice specializing in legacy design, values alignment, and generational succession for family foundations, family offices, and next-generation leaders.
We work in the space that falls between your fiduciary responsibilities and your clients' deepest questions about what their wealth is ultimately for — the work that doesn't appear on an estate plan but determines whether that plan actually reflects who the family is.
We complement your work, not compete with it. Clients who engage TovanaBloom arrive at their other advisory relationships with more clarity, stronger family alignment, and a shared language that makes every downstream conversation more productive.
TovanaBloom is not a financial advisor, estate attorney, or tax advisor. We do not manage assets, provide legal counsel, or file tax documents.
We are not a fundraising consultant for nonprofits, a grant-writing service, or a donor-advised fund administrator.
We do not replace any existing advisory relationship. TovanaBloom engages alongside your team — and when relevant, we coordinate directly with you to ensure our work complements rather than duplicates the structures you're already building.
Amanda Israel has spent over two decades at the intersection of philanthropy, family strategy, and legacy design. As former Executive Director of the Burger King Foundation, she built global philanthropic operations across 40+ countries and raised over $100M for education, preservation, and community causes worldwide. TovanaBloom brings that institutional depth to families navigating the most consequential transitions of their lives.
All initial referral conversations are confidential and without obligation. You may introduce TovanaBloom directly or have your client reach out independently.
We begin with a 45-minute discovery conversation to understand the family's situation, structure, and what they most need — before proposing any engagement.
We are happy to connect with you directly before or after the initial client conversation to ensure our work coordinates effectively with your practice.
A brief introduction — either by email or phone — helps us understand the context before speaking with a client directly.
We will never solicit additional services to your client without discussing it with you first. Our goal is to strengthen your client relationship, not add friction to it.
If you'd like us to present to your team or join a client meeting, we welcome that conversation.
All conversations with TovanaBloom are confidential. We respond within one business day.