Since 1981, we have been helping individuals, families and organizations protect and grow wealth. We handle all phases of managing foundations and endowments.

Foundation Management Services

Efficient management of private and public foundations takes more skills and resources than most individuals can grasp. Our professionals have extensive experience overseeing the details that emerge from daily management of foundations and endowments. We provide you with the management support you need so your family or organization can focus on its philanthropic goals.

If you’ve decided to start a foundation, we will work with you and your professional advisors (attorneys and CPAs) to establish a foundation that achieves your goals while protecting your assets. Our team will assist you with the accounting, legal and charitable education you need. We work for several nonprofit organizations, foundations and endowments, providing them with management services, including drafting investment policy statements and administrative policies, as well as coordinating the process of screening, selection and allocation of grant requests to charitable organizations. We can also help you obtain tax-exempt status.

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