Prudent guidance for professional societies
Your professional society is engaged in supporting and enhancing your profession, its members and their interests. It is undoubtedly an important duty that requires much effort and oversight, but at the same time, there are important investment and fiduciary duties and responsibilities that must be addressed. At SPG Fiduciary Partners, we can provide financial counsel for the vigilant management of your assets and reserves, while also helping you and your board members meet their fiduciary obligations.
