SUSTAINABILITY & ENGAGEMENT
“But man is a part of nature, and his war against nature is inevitably a war against himself.”
– Rachel Carson
Our philanthropic advisory engagement begins with a conversation to clarify and define your goals and objectives, highlight cash flows and taxes, and determine your beneficial constituents. Collaborating with our clients, alongside their attorneys, CPAs, and trusted advisors as they navigate the intersection of philanthropic intent and personal assets is a core value at Barnes & Company.
Barnes & Company will customize a resource menu addressing your concerns, whether you are a board member, a trustee, or have staff inquiring about financial fiduciary standards, investment policy statements and reporting, or require independent portfolio and reserve asset reviews.
CONTINUITY
A needs-driven assessment to identify wealth management consulting services from the following list and more:
- Creating an Investment Policy Statement
- Strategic and tactical asset allocation
- Selection and oversight of investments
- Ongoing monitoring of investment portfolios
- Investment portfolio reporting, performance, and benchmarking
THE CLIENT
Independent investment solutions providing select services to:
- 501(c) Organizations
- Donors
- Next-Gen Philanthropy