Each philanthropic entity has a different mission, vision, set of goals and priorities. At Westwood, we 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
We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.
Westwood 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.