Family Foundations

Family Foundations


The owner of a successful family business valued at $32MM wanted to sell the business and use the proceeds for a variety of objectives. He faced three main challenges with the sale: preserving and growing wealth across generations, creating systems and processes for good stewardship, and satisfying his long-held philanthropic ideals.


After gaining a deep understanding of the client’s needs and goals, we would assemble a customized team of experts specifically suited for the client’s unique situation—including specialists in investment management, philanthropy, taxes, and estate planning. The team would develop five, fully integrated, institutional-quality sets of solutions—all delivered through a single point of contact:

  • Philanthropy, including developing a charitable mission statement, advice on effectively structuring a private foundation and its board—as well as guidance on effective governance and stewardship—and best practices for grantmaking and impact monitoring.
  • Asset management, including goals-based asset allocation, customized portfolio construction, and tactical asset allocation
  • Wealth stewardship and management, family financial administration and management, family coordination, and consolidated portfolio and financial reporting
  • Family governance and continuity advisory services, including developing a family mission statement, and helping plan and organize annual family meetings
  • Family education using a customized curriculum developed by Family Wealth Advisors

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