Threshold said it developed the new advisory program after working closely with a variety of multi-generational families who were in search of an increasingly collaborative working relationship between investment advisor and the family’s philanthropic foundation.
The boutique family office said its new program will meet the needs of families which desire their advisors to more closely embrace their philanthropic mission so that investment strategies can be aligned – or at least not misaligned – with the group’s charitable purpose.
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Threshold Foundation Services will offer advice pertaining to a decision-making process specific to family-run organizations; investment strategy, planning and execution in concert with family goals and philanthropic mission; and partner on family dynamics and the interpersonal issues that can surface on family boards.
"Like families, many family foundations are visionary and creative – they aren’t content to just color between the lines. They want to do the responsible thing with their investments, but they also see themselves as vastly different from the broader universe of corporate or community foundations," said Craig Muska, director of investment management for Threshold Foundation Services.
Muska said this "human awareness" approach also allows Threshold to work constructively with issues involving family dynamics. "Let’s face it, some family issues can be messy or uncomfortable, and most advisors steer clear of these dynamics. Our approach is to respect, understand and help families work through those interpersonal relationships."
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