What is UAS Foundation Office Management?

Foundation Office Services

Why choose UAS?

WHAT IS UAS FOUNDATION OFFICE MANAGEMENT?

UAS Foundation Office Management and Consulting for public and private foundations was formed as a natural extension of the needs of our Family Office clientele and has now been made available to non-Family Office clients. This comprehensive “turnkey” service goes beyond what most foundation investment consultants typically provide by coordinating the investment consulting (which is where the advice ends for most consultants) with the specialized bookkeeping, tax compliance, administration, and legal compliance needs of foundations. UAS Foundation Office Services helps educate and alleviate the burden placed on the executive directors, donors and other responsible parties of the foundations.

 

For the Foundation Office

 

UAS FOUNDATION OFFICE SERVICES INCLUDES:

• Policy Development
• Investment Consulting (outside investment manager monitoring and asset allocation)
• Investment Management
• Bookkeeping
• Administration and Reporting
• Grant Disbursements
• Legal Compliance Coordination

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WHY UAS FOUNDATION OFFICE SERVICES?

UAS has created a new paradigm in the world of foundations by bringing together, under one umbrella, the professional expertise needed to properly manage all of the needs of foundations. UAS Foundation Office Services proactively coordinates these diverse, but mutually intertwined, necessities of each foundation. Additionally, if the foundation has emerged as a need or desire of one of our Family Office clients, we truly bring together all of the necessary players (including the donor).