The effect of the financial crisis has lefts its mark on everyone. The demands for reformed corporate governance and operational transparency, especially among charities, have presented new operational and financial challenges. We are ready to tackle such challenges head-on. We have ample experience in helping Associations meet the highest of standards, from the investors to the beneficiaries of the charitable funds raised.

• Executive Compensation
• Employee Benefits
• Liquidity Solutions
• Structuring
• Compliance Monitoring
• Transaction Processing
• Tax Preparation and Filings
• Investment of Capital
• Accounting Services

If you are creating a Foundation and not sure where to start, or managing a Foundation and looking for direction or guidance, we have ample experience assisting Private Foundations with everything from legal/tax structure and operational practices to executive compensation and investing.

• Structuring
• Compliance Monitoring
• Transaction Processing
• Executive Compensation
• Tax Preparation and Filings
• Investment of Capital
• Accounting Services
• Investment Policy Design