In addition to supporting the family’s financial, investment, and personal needs, you also assist with the family’s private foundation.
Enter Foundation Source. We are a decades-old, third-party administrator for private foundations. By partnering with us, you get a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. You continue to manage the relationship with the family and the foundation’s investments, while we support you administratively. We’ll provide:
Your designated staff person serves as the liaison between the family and our foundation management services. Your office gets a dedicated Private Client Advisor who is always just a phone call away to answer questions, resolve issues, and implement special requests. Our foundation professionals are also available to connect directly with the family upon occasion, as you deem appropriate.