Foundations and Family Offices
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Foundations and Family Offices |
Family Offices
We currently support family offices
with the transition to values-based investments. We help family
members individually and collectively clarify an Investment Social
Policy which reflects individual social priorities and common ideals.
We can directly manage assets using separate account managers, social
venture and private equity firms, and community development financial
institutions, or work as ongoing consultants to make recommendations
in all asset classes to investment professionals already working with
these families.
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Institutional 
