Sterling Foundation Management, LLC
Sterling Foundation Management is the oldest national private foundation management firm in the United States and serves many of the country’s most active philanthropists and their advisors. The firm provides highly personalized management services to private foundations (non-operating and operating), supporting organizations, public charities, and other charitable entities.
In addition to management services, Sterling offers thought leadership and sophisticated advice to help donors define, focus and maximize the impact of their philanthropy.
Sterling is the nation’s leading provider of secondary planning services for clients with Charitable Remainder Trusts (CRTs). The firm has been active in the market since 2003 and reviewed thousands of CRTs for clients and their advisors.
Sterling does not:
• Manage or custody assets
• Provide tax, legal, or investment advice
• Prepare tax returns
Episode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients
Bonus: Proactive Tax Strategy & Multi-State Insights for Business Owners
Bonus: Cost Segregation Secrets to Keep More of Your Money
Episodee 42: Tax-Smart Wealth Management for High Net Worth Clients
Episode 41: How Elite Advisors Scale Profitably by Eliminating Constraints
Episode 40: Personal CFO Strategies for High-Net-Worth Planning
Bonus: From Chaos to Clarity: Mastering the Family Business Exit
Bonus: Winning Tax Strategies for Self-Employed Pros
Episode 39: Redefining Risk for High Net Worth Clients
Episode 38: How High-Net-Worth Clients in Sports, Music & Entertainment Preserve Wealth
Bonus: Navigating the Complexities of Estate Planning Strategies
FAN FAV: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
Bonus: Strategic Formation of Advisory Teams for Exit Planning
Episode 37: Overcoming Business Challenges: The Road to Financial Freedom
Bonus: Navigating Complex Tax Situations: The Art and Joy of Accounting
Fan Fave: Unlocking the Power of Referrals: Strategies for Financial Advisors
FAN FAV: Building a Collaborative Client-Centric Financial Planning Firm
Bonus: The Art of Tax-Efficient Investing in Film Productions
Episode 36: Exit Planning Strategies for Business Owners
FAN FAV: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach
Bonus: Crafting a Compelling Value Proposition Through Communication
Fan Fave: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
Fan Fave: Elevating Financial Advisory: Strategic Seminars and Marketing Insights
Bonus: The Power of Diverse Expertise in Forensic Accounting
Episode 35: Centered Leadership in Wealth Management
Episode 34: Transforming Human Capital into Financial Capital
Bonus: Financial Precision and Client Connection
Episode 33: Intentional Legacy: Aligning Values with Financial Planning
FAN FAV: Comprehensive Wealth Building through Asset Diversification
Bonus: Mastering the Art of Accounting