Governance, investment charters, SPV diligence, philanthropic frameworks, and consolidated reporting for multi-generational wealth preservation.
Family constitutions, council structures, voting rights, and decision-making frameworks.
Formal IPS documents codifying risk tolerance, allocation targets, and manager criteria.
Rigorous evaluation of private equity, real estate syndications, and venture opportunities.
Foundation vs DAF analysis, grant-making frameworks, and impact measurement.
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