A Trusted Resource for Families and Financial Advisers

Sterling Foundation Management is honored to work with some of America's most respected families as well as their financial advisers. Families that prefer to be more directly involved in the formation and management of their foundations will appreciate the simple, straightforward approach of Sterling. All of our services are focused on helping you fulfill your personal vision of philanthropy through your foundation.

Families who rely on financial advisers to manage foundation details can trust that Sterling will collaborate fully with their advisers to achieve the family's objectives. Sterling understands that financial advisers handle myriad responsibilities for their clients. We've streamlined the foundation process so that advisers can effectively provide this valuable service to clients with the strong support of Sterling's expertise.

Whether working with families or financial advisers, the Sterling approach is the same: offer personalized services to help bring impactful foundations to life.