Foundation and Endowment Wealth Management

Our individual High Net Worth (HNW) clients become involved in philanthropic endeavors either through:

  • Establishing their own private foundation; or
  • Joining the board of a public community foundation or endowment

These public charity boards are constituted in large part of HNW individuals who are members of our client groups above, so they share common Stay-Awake Issues above.

The investment management style required for a non-profit foundation or endowment is very similar to that of a multi-generational family.