Initially, I resisted setting up a private foundation, but Foundation Source has made this not only a relatively effortless process, but also a very enjoyable one. I am grateful that Foundation Source has served a vital role in facilitating this Sievert family legacy.
Our family is grateful to work with our Private Client Advisor. He has done a fantastic job for the John C. Griswold Family Foundation and recently provided a very thorough presentation at our annual meeting. He is a pleasure to work with, always answers our questions in a timely fashion, and is well liked by our family. We are very lucky to have both him and Foundation Source!
2018 Best Marketing / PR Initiative, Family Wealth Report
2018 Thought Leadership by a Technology Provider, Wealth Management Industry Awards