YOUR LEGACY. OUR GUIDANCE.

Owners

Goods & Services

Financial advisory services, namely advising private foundation management personnel on financial and investment matters, and selecting and managing investments for private foundations; Investment management services; Trustee and financial custody services relating to grant-making and tax compliance for private foundations; Financial trust administration relating to grant-making and tax compliance for private foundations

Business consultancy in the nature of foundation advisory services, namely, assisting others with the establishment and operation of a private foundation; Business management services, namely, preparing and reviewing grant proposals and financial reports for private foundations; Tax advisory services; Consulting services in the fields of income tax, accounting, business administration, business development, and business strategic planning; Consultancy services regarding business strategies provided to family foundations in the areas of grant-making and reporting, financial reporting, board management and governance; Business administration, business operation and office functions for private foundations; Business consulting services in the field of private foundation management and business strategies for private foundations; Business administration services, namely, regulatory submission management in the nature of preparing and filing regulatory reporting compliance documents for private foundations; Business consulting services in the field of grant-making, namely, business administration services to assist private foundations in making and overseeing grants to charitable organizations; Grant management services for private foundations; Business administration and management of grant distribution services for private foundations; Business services for others, namely, providing project management services in the nature of online administration of research grant applications

Regulatory compliance consulting for private foundations