Single Family Office
A Senior Partner at a philanthropic advisory firm was hired to establish a Family Foundation for a large family client (~$1.2B). The Partner had decades of experience building Foundation programs but did not have sufficient expertise to advise her client on how to develop an investment function.
StarPoint worked with three family members and the philanthropic advisor to build a best-in-class investment organization, structure and strategy which included: identifying, vetting and interviewing Investment Committee (IC) members; serving as the Foundation’s first IC Chair; creating an Investment Policy Statement; and providing coaching and advice to family members on the Board and IC on multiple investment topics including impact investing.
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