Strategic Alliances

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.

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.

www.ubs.com

Morgan Stanley Smith Barney, 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.

www.morganstanleyclientserv.com

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.

www.fidelity.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.

www.atlantictrust.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.

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.

Strategic Alliances

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