Private and Family Foundations

Fuel a brighter future with customized services for family foundations. Maximize impact while remaining compliant.

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The BPM team is deeply experienced in serving private and family foundations and we understand the vital role they play in filling in the gap for so many nonprofits, often being the catalyst that fuels a better future for us all. Our range of expertise includes:

  • Alternative Investment Due Diligence
  • Audit
  • Boards and Governance
  • Cloud Computing
  • Enterprise Risk Management
  • Estate Planning
  • Excise Tax Planning
  • Expenditure Responsibility Grants
  • Family Office Services
  • Foundation Start-Up
  • Grantee Reviews
  • International Grantmaking
  • Investment Portfolio Management
  • IT Services and Outsourcing
  • Nonresident Alien Taxation
  • Qualifying and Minimum Distributions
  • Self-Dealing and Conflict of Interest
  • Tax
  • Unrelated Business Taxable Income

Our commitment to private and family foundations is well recognized in the industry, as we are often called upon to present for foundation leaders, such as the Foundation Financial Officers Group (FFOG). We pride ourselves in being proactive with our clients and providing them with the latest updates on industry and regulatory trends. We are equipped with a number of tools, checklists, and best practices for our clients to reduce the administrative burden and allow them to focus on investing in our communities.

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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.