We are an independent boutique advisory firm dedicated to bridging stakeholder insight with powerful strategy and governance. With five decades of combined experience across finance, corporate, education, and non-profit sectors, co-founders Samantha Cheung and Daniela Hampton-Davies and their expert partners equip organizations to navigate complexity with absolute clarity.
We simplify the toughest challenges, turning complexity into clear, actionable strategies. Guided by our principles—Insight. Impact. Integrity.—we help you strengthen relationships, refine your purpose, and ensure your decisions are informed, accountable, and built for the long term.
Our Expertise
Stakeholder Relations
Stakeholder Relations
Stakeholder Relations
Understand your stakeholders. Strengthen your relationships. The Balsam Pulse.
Capital Strategy
Stakeholder Relations
Stakeholder Relations
Plan for growth with clarity and confidence.
Governance & Board Advisory
Mission Related Investment Strategies
Mission Related Investment Strategies
Stronger boards. Better decisions. Lasting impact.
Mission Related Investment Strategies
Mission Related Investment Strategies
Mission Related Investment Strategies
Mobilizing financial assets alongside your mission
Our Team
Samantha Cheung
Daniela Hampton-Davies
Daniela Hampton-Davies
Daniela Hampton-Davies
Daniela Hampton-Davies
Daniela Hampton-Davies
Strategic Partners of BoardWise
Contact Us
Balsam Advisory
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.