Selecting and Working with Investment Advisors

Overseeing a family foundation’s assets constitutes one of the most important responsibilities of a foundation’s board. The selection and management process for investment advisors is examined in this chapter from ‘Investment Issues for Family Funds.’

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!


Family philanthropy improves the quality of life for all. Join our family!

Join Now