Caring, legacy, and permanence. These are the pillars of most family foundations.
Imagine a philanthropic partner who helps you maximize the value and impact of your charity.
With over five decades of experience acting as fiduciaries on behalf of our foundation clients, we have developed a unique level of engagement with our foundation Boards. This ensures their chosen mission and vision are protected by a comprehensive and collaborative investment management process.
Imagine having complete peace of mind about your most important financial concerns.
Imagine a team of seasoned independent experts devoted to knowing your story, your dreams, your concerns, and your expectations as they work with you to navigate today's complex financial landscape to assure that your most important goals are achieved.
Imagine a Personal CFO supported by a diverse team of independent experts continually engaged with you to ensure your financial life does not interfere with your personal life.
Imagine a cohesive strategy that includes not just investment management, but one that simultaneously addresses your own specific advanced plan including estate planning, insurance planning, tax planning and family and charitable gifting.
Imagine no more…