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.