Private Foundations and Endowments                                     
Family Office Wealth Management

 

Our Process for Private Foundations and Endowments is customized to each client's unique needs.  Our TwoQ  process flow is highly proactive and provides the structure by which each organizations governing board may evaluate, discuss and take action to reengineer under performing elements of the foundation well before serious issues ever arise.  Our holistic approach is designed to allow the donors to focus on the good work their philanthropy can do not be burdened by administration / management matters.   

 

 

"Family Foundations give over forty percent of the $27.5 billion in foundation grants awarded in the United States."
Council on Foundations: "Facts & Figures About Family Foundations"
Foundation management is not a static endeavor and as
such requires a fluid but disciplined approach and process
to guide it as it evolves over time.

 

 We understand each donor, family, and foundation is unique.  Our Process is personalized.  We deliver solutions that reflect your long term goals
 
 We are committed to helping our clients achieve their stated mission by providing services and resources that add efficiencies, productivity and value.

Our open architecture allows us to source customized technology, asset management and administration solutions that best fit each clients needs.  Our clients find a relationship with our private foundation and endowment practice a true partnership.

Contact us for an introductory meeting to learn how we may be at your service.