Glossary
- Asset allocation
- Unbiased investment advice
- Private wealth manager
- Private Investment Office (PIO)
- Philanthropy
- Outsourced Chief Investment Officer
- Multi-generational wealth management
- Multi-Family Office (MFO)
- Manager of Managers
- Investment stewardship
- Investment management selection
- Institutional investment office
- Funds of funds
- Family office investments
- Family Investment Office
- Family Office
- Charitable endowment
- Wealth stewardship
Charitable endowment
Funds donated to a public or private charitable institution for a particular charitable purpose or to support a particular cause. Institutions such as universities or museums may have charitable endowments. Endowments are generally intended to last for the long term, maintaining or growing the principal amount while spending some or all of the income for a dedicated cause.
Lord North Street has experience in managing investment portfolios for charitable endowments. We do not advise families on how or where to give but are able to support family philanthropy by advising on governance, making introductions to experts in the field and considering ethical and Socially Responsible Investing (SRI).