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OUR SOLUTIONS

Family Foundations Begin with Your Story

Giving back
as value

Your charitable giving represents your values. The causes that are important to you and the intent for philanthropy in your life are personal decisions. Our expertise in creating your customized strategic plan allows your values to shine.

From afterthought to forethought

Full time administration can drain resources and become an afterthought in the bustle of the family business. Outsourced administration — where you remain in control — allows for focused intentional resources so families can concentrate on the giving. Establishing best practices, we help move your philanthropic mission forward while incorporating strong communication and governance.

Moving from giving to creating an impact

Your foundation represents your family in the community. We administer your foundation bringing the knowledge, expertise, and sophistication to move from simply giving to creating an impact in the community. We are your agent, but you are in control.

Personalized Approach for a Purposeful Difference

Making a positive impact for the causes and organizations you cherish starts with a strategic plan. Finding the right family mission involves more than identifying your interests. What is important to you becomes your values in action. Our experienced team will collaborate with you to design a carefully crafted giving plan focused on your charitable goals.

Foundation formation planning

Impact reporting

Governance, compliance, and best practices

Grant administration and management

Due diligence and facilitation of funding decisions

Communication with grantees, applicants, and foundation board

Next generation and trustee training and education

The benefits of a family foundation reach beyond the philanthropies they support. A properly structured family foundation is one of the legacies you pass to the next generation. When multiple generations are involved in the conversation, the family’s story continues to flourish.

With our team you will find:
You — not a bank trust department — are in control

Disciplined, repeatable, professional administration process

Professional management creates a welcomed barrier between the family and applicants

Multigenerational conversations bring family together

Trustees trained to be stewards of wealth not owners of wealth

Sophisticated software and governance for management

Charitable organization research

Best practices applied

“Making an impactful and meaningful difference starts with a strategic plan.”

Gregg E. Muenster, PhD​

Senior Philanthropic Advisor​

Meet Our People

Gregg E. Muenster, PhD​

Senior Philanthropic Advisor​

Katherine LaFlore Smelko

Partner Liaison | Philanthropic Specialist

Carmen M. Goerges

Partner Liaison | Philanthropic Specialist

Insights

2025 Bull-Bear-Base Scenarios
Videos

2025 Bull-Bear-Base Scenarios

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Join our Investment Team as they discuss our outlook on 2025 bull, bear, and base scenarios.
Tips for a Successful Year-End Financial Review
Articles

Tips for a Successful Year-End Financial Review

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As the year draws to a close, it's the perfect time to take a step back and review your financial…
Charitable Giving During the Holiday Season: Maximizing Your Impact
Articles

Charitable Giving During the Holiday Season: Maximizing Your Impact

Posted by
The holiday season is a time of joy, reflection, and generosity. It's a great opportunity to engage in charitable giving,…
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