We have experience with ESG reporting and can provide oversight of charitable foundations, endowments or any other type of charitable structure. We can assist in the due diligence, monitoring and coordination of advisers. Through our unique reporting platform IQ-EQ Cosmos, we can track the ESG metrics of your alternative investments.

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We provide:

  • Legacy endowments oversight and administration
  • ESG focused impact investments administration and monitoring
  • NPO governance, cause / charity oversight, planned direct and indirect giving
  • Related regulatory and compliance reporting and filings
  • Bookkeeping, accounting and accounts / financial statement preparation for all such philanthropic entities (stand alone and consolidated and in line with GAAP)

We know how and we want
to know you.

So wherever you are
we’re ready to listen.

Our people expertly combine their know how with an ability to know you. Get in touch and give us an opportunity to get to know you and your needs better.

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