Financial counsel for family foundations
Family and public foundations and endowments rely on us for insightful financial guidance so they can focus on their purposeful missions.
At SPG Fiduciary Partners, our team will work closely with you in collaboration with your directors, board members, family members, and professional advisors such as trustees, attorneys and CPAs. We can help you have a well-defined investment policy statement designed to bring continuity to the decision-making even as committee members and family members change.
We will employ a conservative investment approach to pursue your objectives for asset preservation, while also addressing other important needs such as cash flow management, risk management, tax liability and fiduciary responsibilities.
