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FOUNDATION
SERVICES

Our ambassadors possess the professionalism and expertise necessary to providing a superior service to Trustees.

Holistic Support for
PRIVATE FOUNDATIONS

Backed by decades of experience, our ambassadors possess the professionalism and expertise to provide a superior service to our private foundation clients, which includes all aspects of administration, accounting and compliance related to form 990-PF entities.

Administration

Compliance

Transaction analysis and review of:

Formation

Review and preparation of the following: