Foundations & Endowments
A foundation dedicated to serving the causes
you support can ensure your legacy.
- We can help you define such a purpose for your wealth,
and implement the structure of a foundation to promote
and champion your causes.
- We 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.