AlTi - Alvarium Tiedemann

Extended Services for Foundation and Endowments

We work with foundation clients as an extension of their staff – always in collaboration with existing third-party professionals – delivering strategic guidance, budget & cash flow planning, bill pay, grant execution, financial tracking and reporting, payroll facilitation and other operational support.

  • Budget & Cash Flow Planning
    Annual budget preparation as well as budgeting and managing annual ongoing cash needs.
  • Financial Tracking & Reporting
    Compiling, tracking, and reconciling balance sheets, budgets, and profit and loss statements.
  • Cash Flow Management & Bill Pay
    Receipt and expense reporting, coordination with custodian, and bill processing and payment.
  • Grantmaking Management & Support
    Assistance with annual grant calculations, review of grant requests and tax compliance requirements.
  • Record Maintenance
    Administrative support to receive and process mail, store documents electronically, and coordinate document delivery to third-party advisors and service providers.
  • Compliance & Tax Monitoring
    Proactive monitoring of compliance with IRS and state regulations, support for excise tax efficiency, and guidance on rules such as minimum distribution requirements.