Foundations & Endowments
A foundation dedicated to serving the causes you support can ensure your legacy. We have helped clients define such a purpose for their wealth and implement the structure of a foundation to promote and champion those causes.
Roehl & Yi can conduct searches for appropriate outside foundation managers or help you establish your own foundation. We can manage the investment of foundation assets to preserve and grow the endowment principal and ensure sufficient return to support the activities and purpose of the foundation.
