Sterling Foundation Management began in 1998 as one of the first national charitable consulting and management firms in the United States. Our Philanthropy Services work began with private foundations and now includes public charities, private operating foundations, donor-advised funds, supporting organizations and charitable advisory services. We offer a wide range of services from governance and regulatory compliance to grant management and strategic planning.

After several years of working with some of the nation’s most active and generous philanthropists, we decided to expand our business offerings to include Ultra High Net Worth Concierge Services and CRT Secondary Planning for charitable remainder trusts. These new services were added at the direct request of our clients to help them with their growing needs. We are grateful for and humbled by the unwavering trust our clients have in Sterling.

Sterling’s Ultra High Net Worth Concierge Services address a broad range of important issues facing high-net-worth clients – from health, education and lifestyle planning to real estate and personal property acquisition and management – and so much more. These family office services are specifically tailored for each client, typically those with a net worth in excess of $100 million, and gives them direct access to trusted, experienced advisors, with responsiveness that is unprecedented in the industry.

Sterling is also the preeminent provider of secondary planning services for charitable remainder trusts, helping those who no longer benefit from having a CRT. We pioneered the market for the sale of CRT income interests and developed the CRT rollover technique to meet our clients’ changing needs.

While our range of services has grown since our founding in 1998, one thing remains constant – Sterling’s commitment to helping our clients reach their goals by using our Individualized Approach and providing Innovative Solutions to achieve Unrivaled Impact.