Foundation Services

Foundation Services

We know the processes and frameworks that are unique to private foundations, community foundations, and educational and religious organizations. We also know how to match your planning and investments with the goals that define you.

We offer comprehensive wealth management services to foundation clients. This includes tailored education for executive teams and boards, so they can make informed decisions and accurately reflect their goals and values in their investments.

Our foundation clients benefit from risk-mitigating strategies and practices, impact investing strategies that are integrated with other services, and a small client-to-advisor ratio that puts the organization and its mission at the center, where they belong.

$1.7B USD
Foundation assets under management between the two firms. (as of 07/2019)
70
Foundation clients between the two firms. (as of 07/2019)

What do you get with Tiedemann Constantia as your partner?

Strategic Consulting, Education & Goal Setting

  • Forming a holistic picture of your mission, vision and financial details.
  • Customizing educational sessions on goal setting, investment management (including impact investments), and fiduciary roles as needed.
  • Collaborating on a strategic plan for financial and non-financial outcomes.

Resource for Your Board of Directors

  • Facilitating investment committee meetings and interactive trainings as needed.
  • Coordinating with your attorneys, program staff and other advisors to support consensus and collaboration.