EXPERIENCE OVERVIEW: I work with siblings, couples, and families to build out grantmaking strategies, grant dockets, investment policy statements, and their mission/vision/values. I spend a good amount of time walking with individuals as executive counsel: how to lead and govern effectively, how to tend to matters of soul care to avoid burnout, and how to finesse intra-family/board dynamics. As an attorney, I also support families and foundations that wish to dissolve, merge, or form.
I have a joint JD/MPP and am admitted to the California Bar.
Fellowships: Jesse Marvin Unruh Assembly Fellow; Tony Patiño Fellow.
I’ve served on ten boards; currently two.
Schedule a call with Nicole calendly.com/nicole-marie-bergeron.
- Attorney & Philanthropy Advisor
- Bergeron Law & Advising
- Coaching | Family Dynamics | Family Philanthropy | Governance and Succession Planning | Strategic Grantmaking
- San Carlos
- 21/64 Approach Training | Art of Facilitation