Realizing your charitable vision
Many families find that establishing a private foundation is the best way to cultivate their philanthropic work while potentially enjoying tax savings. A private foundation provides the opportunity for involvement, the flexibility to support multiple organizations, and a structure to guide your charitable vision.
Our foundation advisory services are designed to streamline the responsibilities that come with establishing and managing a private foundation. The services are flexible and personalized; your senior family advisor can manage all aspects of your foundation or step in only when you need specific solutions.
Advising for your charitable success
Foundation Advisory Services
- Mission, vision and strategy development
- Management and governance
- Asset allocation
- Progress review
Trustee, Custody & Administration
- Tax compliance