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.