Family Philanthropy

Many affluent families believe that every individual has a responsibility not only to their families, but also to the community at large.  The family's response to this may include a Philanthropic Strategy.  We help affluent families:

• Establish a Family Giving Vehicle (Family Foundation, Family Donor Advised Fund, Family Giving Circle, etc.)
• Define and harmonize Family Mission Statement, Spending Policy, Donation Policy, and Investment Policy Statement.
• Implement a four-step Fiduciary Quality Management System and twenty-two "Practices," which are intended to provide the Foundation a framework for a disciplined investment process.
• Provide administrative and fiduciary education for the family. For example, fiduciary legislation clearly requires that a due diligence process be followed in selecting an investment option, yet what constitutes a minimum due diligence process?
• Establish evidence that the Foundation is following a prudent investment process.
• Discovery and Execution of multi-generational objectives