YOUR LEGACY. OUR GUIDANCE.

Business consultancy in the nature of foundation advisory services, namely, assisting others with the establishment and operation of a private foundation; Business management services, namely, preparing and reviewing grant proposals and financial reports for private foundations; Tax advisory services; Consulting services in the fields of income tax, accounting, business administration, business development, and business strategic planning; Consultancy services regarding business strategies provided to family foundations in the areas of grant-making and reporting, financial reporting, board management and governance; Business administration, business operation and office functions for private foundations; Business consulting services in the field of private foundation management and business strategies for private foundations; Business administration services, namely, regulatory submission management in the nature of preparing and filing regulatory reporting compliance documents for private foundations; Business consulting services in the field of grant-making, namely, business administration services to assist private foundations in making and overseeing grants to charitable organizations; Grant management services for private foundations; Business administration and management of grant distribution services for private foundations; Business services for others, namely, providing project management services in the nature of online administration of research grant applications

Financial advisory services, namely advising private foundation management personnel on financial and investment matters, and selecting and managing investments for private foundations; Investment management services; Trustee and financial custody services relating to grant-making and tax compliance for private foundations; Financial trust administration relating to grant-making and tax compliance for private foundations

Regulatory compliance consulting for private foundations