Advising Charitable and Not-For-Profit Institutions

With extensive experience and precise attention to detail, we proudly advise a large and well-respected private school to invest their endowment, foundation and reserve funds. We also helped to create and proudly advise a family foundation, among other institutional clients.

 

When working with foundations and institutional investors, we can:

  • Conduct a structured discovery process to craft a customized Investment Policy Statement.

  • Provide access to trust and custody services.

  • Collaborate with BMO Private Wealth Business Bankers to secure innovative funding for projects with multi-level public and private partnerships as needed.

  • Maintain good governance practices to help steer the ship strategically with integrity.

  • Serve many stakeholders who may hold conflicting ideas with patience and dexterity.

 

In addition, we can:

  • Collaborate with your executives to execute a plan, and report your portfolio performance.

  • Perform cash flow planning, analyzing your working capital and liquidity needs.

  • Work closely with your finance and audit committees, corporate accountants, and lawyers.

  • Advise your financial decisions, helping you to structure strategies for upcoming activities.