what we do

Private Foundations

LEGACY WITH PURPOSE

Foundation Development

Are you considering creating a private foundation to advance your philanthropic goals?

Our team has experience leading and staffing private foundations and have advised on the structure, policies, and grant distribution processes of some of the largest foundations in the region.

Each foundation is a reflection of an individual and/or their family’s values. We respect your values and will work to help you achieve your vision as well as find the structure that meets your financial and philanthropic goals.

Working with the individual or family to establish their areas of interest.

Develop the appropriate foundation structure and staffing.

Advise on the appropriate investment management and legal teams.

Design a distribution process and appropriate tools.