Foundations, Endowments, Wealthy Families
Our long history of managing and administering assets for families and charitable organizations enables us to offer advice-driven solutions . We can assist in structuring investment trusts to support donor contributions through charitable remainder trusts, charitable gift annuities, charitable lead trusts, or donor advised funds. We can also support your organization’s efforts toward responsible stewardship with consulting services for directors and trustees.
We do a great job managing investments so you can give generously to qualified grant applicants.
We support your Board’s stewardship mandate of caring for the future.
Wealth Advisors US adds significant depth of fiscal management expertise to your leadership team.
We have well developed practice providing not-for-profit support, based on an extensive charitable giving management experience. We understand the operating realities of not-for-profit organizations—both fiscal and relational—and work very comfortably in that environment.