Private Trust Administration

FAMILY OFFICE® provides comprehensive solutions for management of private foundations.  Building and maintaining a full time staff to administer your foundation can be costly.  Our team can support your foundation board, providing many services to supplement your current or growing business model.  Expand the scope of your foundation’s success by letting us provide you with services such as:

  • online grant software
  • management of grant intake and standardized formatting
  • customer service for assisting grant applicants
  • grant distributions and record keeping
  • website development and grant reporting through story-telling, photography and video components coordination and implementation of investment management