Each philanthropic entity has a different mission, vision, set of goals and priorities. Our charity financial advisors in Dallas and Houston understand and embrace the diversity of our nation’s philanthropic sector. We have designed our investment advisory and fiduciary services specifically to meet the ever-evolving needs of our foundation and nonprofit clients.
We work with clients to determine investment goals, timeline and risk tolerance
We can provide custody services, tax and performance reporting, disburse payments and monitor cashflow
We can help you process complex donations and consult on planned giving and fundraising efforts
We can educate your board and staff on important rules and regulations that affect charitable organizations
We can assist with the development of funding priorities, guidelines and grant applications
According to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...
Learn moreThe fortunes accumulated throughout history by relatively few families around the world are staggering....
Learn moreWestwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital platform.
