When it comes to their clients’ philanthropy, these trusted advisors trust Foundation Source.
For over a decade, the nation’s most respected wealth management, legal and accounting firms have relied on Foundation Source to handle the complexities of foundation administration for their best clients.
We are an integral component of the advisory team, providing professional foundation management services and philanthropic advisory services in concert with those who provide wealth management, legal and personal accounting services. We complement, never compete.
Below are a few of the national firms we work closely with on an ongoing basis. We also work with hundreds of other firms where the relationship is less formal, and we are pleased to work with any advisor who seeks to provide his or her clients with high caliber private foundation services.
Morgan Stanley, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. http://www.morganstanleyclientserv.com/
Headquartered in Zurich and Basel, Switzerland, UBS is a global firm providing financial services to private, corporate and institutional clients.
UBS’s Wealth Management Americas unit provides advice-based relationships through its financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of high-net-worth and ultra high-net-worth individuals and families. http://www.ubs.com/
Atlantic Trust is a boutique advisory firm focused exclusively on serving a select group of wealthy individuals, families, foundations and endowments.
The company has a national footprint in the U.S., with teams of wealth management professionals in 11 major cities. Atlantic Trust is a wholly owned subsidiary of Invesco Ltd., one of the world's largest publicly-traded companies focused exclusively on investment management. http://www.atlantictrust.com/
The International Association of Advisors in Philanthropy
The International Association of Advisors in Philanthropy (AiP) is a forum of professional advisors who are devoted to mastering and promoting the practices of client-centered philanthropic planning.
These independent advisors are each committed to providing their high-net-worth clients with the most comprehensive, current, and accessible philanthropic services available. http://www.advisorsinphilanthropy.org/
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.4 trillion, including managed assets of $1.5 trillion, as of Dec. 31, 2011.
Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. http://www.fidelity.com/
J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available.
They have been helping clients to do business and manage their wealth for more than 200 years. This combination of product strength, intellectual capital and character sets them apart as an industry leader. J.P. Morgan is part of JPMorgan Chase & Co., a global financial services firm with assets of $2.0 trillion. http://www.jpmorgan.com/
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations, institutions and affluent individuals worldwide. Northern Trust, a financial holding company based in Chicago, has offices in 18 US states and 16 international locations in North America, Europe, the Middle East and the Asia-Pacific region. For 120 years, Northern Trust has earned distinction as an industry leader in combining exceptional service and expertise with innovative products and technology. http://www.northerntrust.com/
Private Foundation vs. Donor-Advised Fund Comparison Chart
Information to help you decide which of these two popular charitable ...
Engaging the Family in Your Philanthropy
Outlines strategies Foundation Source advocates in order to unite family members in ...
Strategic Philanthropy: Five Approaches for Making A Difference
This booklet shares some of the approaches our clients have ...
"Foundation Source has been a fantastic partner in helping my clients achieve their financial and philanthropic goals. The best example of my Morgan Stanley success is the partnership with Foundation Source and one of my most significant client relationships. I was able to leverage the incredible resources of Foundation Source and deliver to my client an end-to-end philanthropic solution. I recommend the professionals at Foundation Source and their firm with high conviction."
John SargentSenior Vice President
Morgan Stanley Private Wealth Management
"Foundation Source allows us to focus on key client issues as a financial advisor. They have far exceeded our expectations. They are responsive and take all the problems and difficulties out of administering a foundation."
Julia M. BeiselV.P. Private Wealth
Atlantic Trust Private Wealth Management