Comprehensive, complete, stable and continual. Our services are customized to be personal to you and the needs of your family. You should feel secure knowing that your investment and trust assets will be managed prudently by professionals who put your interests first.
Non-profit entities play a vital role in the philanthropic framework of our nation. Foundations and endowments provide the necessary capital for many schools, shelters, and programs vital to supporting organizations in need of funding.
Our firm is proud to work with both endowments and foundations in their philanthropic efforts. We provide advice and counsel on a variety of different matters, and assist in topics such as Investment Policy Statement (IPS) creation, investment management, and philanthropic educational events for our clients. We are available to meet with members of your foundation or non-profit entity to discuss matters involving investment performance, or to assist in the grant-making process. We can even coordinate the filing of necessary tax forms and provide a customized statement of grant recipients. No matter what the challenge, we can help.
We have worked with families to create private family foundations and provided direction to those families looking to structure philanthropy into their wealth plan. For some families, philanthropy can give their wealth purpose that lasts from one generation to the next. Whether we assist in the establishment of a family foundation or provide investment counsel to your existing organization, we will help manage your philanthropic efforts so they remain consistent with your estate plan. This can serve as a way to give back to your community, while also involving younger members of your family in a common purpose.