Endorsements from Investment Professionals

“Philanthropy-especially private foundations-is a great growth area for advisors to high net worth clients. But we had been unable to tap into this rich vein, until we formed an alliance with Sterling Foundation Management. Our alliance with Sterling has enabled us to capture many millions of dollars of new business, which we wouldn't be able to get without them. Sterling truly sets the Gold Standard for foundation management.”

-- Helen Modly, CFP, ChFC
Focus Financial Consultants, Middleberg, VA

“We love private foundations. They are a perfect vehicle. Foundations allow me to manage assets for the client, and for the heirs. And the assets are locked in long term. By getting the family involved, we as the advisor have the opportunity to build relationships with the next generation. And when your client is elderly, that's important. When dad dies and his 20 or 30 million pass to the next generation, we're already there with the foundation, and with a history of working with the heirs. With Sterling, it's easy for us. We just focus on the investments. They do all the foundation work. We've got lots of assets we wouldn't have if not for foundations, and Sterling.”

--Robert Wood
Keystone Financial Management, John Hancock, Allentown, PA

“Foundations are a growing part of my practice. What else is there that enables you to lock in assets, in a tax-free vehicle, with perpetual life, that your client gets a tax deduction for funding? In a single stroke, I've captured over $1 million when a client funds a foundation. Turn-key foundation management, like Sterling provides, makes it very simple.”

-- Andy Hsu
Wells Fargo Securities, San Francisco, CA

“In my practice, I see first-hand the vital role that charitable giving plays in the lives of many of my high net worth clients. And for some of my most important clients, private foundations are the vehicle of choice.

“Until now, when a client wanted foundation services, my choices have been limited.

“Now, I can add Sterling Foundation Management to my options for assisting my clients. I thought Sterling had a very valuable service, so I looked into them at great depth. I reviewed voluminous materials, had numerous discussions, and met extensively with Sterling's CEO, Roger Silk. I liked what I saw, and Sterling is now a strategic ally of our firm.

“In a nutshell, I believe that Sterling offers an excellent means for advisors to provide full-service, turn-key foundation management solutions for their high net worth clients. Sterling makes it possible for you to capture the benefits of foundations for your clients, as well as for your firm, without hassle, without investment on your part, and with minimal time commitment.

“I encourage you to carefully [consider] Sterling for a strategic alliance between your firm and them. I think you'll find it as compelling as I do.”

-- Bob Thompson
Sage Financial Design, Inc., Simsbury, CT

“Sterling Foundation Management offers a unique opportunity for advisors with high net worth clients to capture a share of the growing market for private foundation assets. They create and manage private foundations on a turnkey basis. Their services are tailored to mesh seamlessly with investment advisory and financial planning services, so that the client's experience is very smooth and hassle free.

“I know, I am a Sterling client personally.

“And my firm has a strategic alliance with Sterling which enables me to provide my clients access to turnkey private foundation solutions. Our alliance with Sterling is not only good for our clients, it is very profitable for us too.”

-- David Gemmer, CEO
Gemmer Asset Management, LLC, Walnut Creek, CA

“Your package really makes it easy on my end. It's great not having to deal with the lawyers and accountants, because they make it so much more difficult to actually get anything done. I got a great account, and you guys [Sterling] set it up fast. The client called on Dec 26, and you guys were able to get the whole thing done in a day. Foundations are a great tool for brokers dealing with high net worth clients. I often don't have all their assets, and this is another service that helps me get more assets. With a foundation, the client keeps control, and the broker keeps the assets to invest. The best part for a broker is you're [i.e. the broker] making money and keeping control of the assets. People don't realize how easy it can be. Sterling has done a great job making it easy.”

-- Greg Brennan
A.G. Edwards, New York