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Private Foundation Services

A private foundation is a wonderful tool for many affluent families. It allows donors to pass along their values and legacy to succeeding generations. It sparks conversations about what is most important. It offers a great opportunity for parents concerned about the effects of wealth on their young or adult children to place money in a healthy context. And it provides the indescribable joy associated with giving and being a part of something larger than you.

Falconer specializes in providing comprehensive private foundation assistance, including:

  • Legal establishment
  • Family meeting facilitation
  • Mission statement and grant making policy creation
  • Administration responsibilities
  • Investment management
  • Trustee education
  • Grant making consultation
  • Family involvement and succession planning
To learn more about creating or managing your private family foundation please contact us.

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