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Sterling provides comprehensive foundation management services so philanthropists can focus on what matters most: their philanthropy.

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Ultra High Net Worth Concierge Services

Sterling provides family office concierge services specifically tailored to the needs of ultra high net worth individuals, typically with assets greater than $100 million. 

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Sterling is the preeminent provider of Secondary Planning Services for Charitable Remainder Trusts (CRTs).

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Sterling offers a wide and growing variety of optimized, proven, turnkey solutions to a wide variety of client situations and problems.

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"Don’t judge each day by the harvest you reap but by the seeds you plant.” - Robert Louis Stevenson