Private and Family Foundations

Private and Family Foundations

Private and family foundations have unique needs and spending requirements.  Intergenerational issues can weigh heavily on decision makers of family foundations.  We believe that Mason’s history with wealthy individuals and families can benefit your organization.  For private foundations, strict guidelines related to spending policy may limit your flexibility in asset allocation design.  Mason has a long history of service to private individuals and families.  We will blend our understanding of family wealth management and institutional portfolio construction to deliver a service that we believe is the right fit for you.

Mason was founded in 1982, and today our institutional division represents a significant portion of our assets under management.  Our institutional practice includes foundations, endowments, corporate funds and retirement plans and we manage short, intermediate and long-term portfolios.  As we have expanded over the years, we have built a track record of client retention, investment performance and a knowledge base that may be useful to your staff, committee and board.

Is There a “Best” Service Model?
Mason provides a range of services and service models.  We recognize that each committee is unique.  Some committees prefer to maintain the final decision-making authority over every manager hire/fire decision, each buy/sell order and every rebalancing opportunity.  Other committees prefer to focus more on policy and less on implementation.  In either case, Mason has a solution.