MRI Thought Leadership Series: Evaluating Collaboration Models for Family Foundations and Their Investment Advisors

Family foundati ons and their investment advisors are increasingly exploring frameworks, working relati onships and investment portf olios designed to align investment strategy and implementati on with the mission and values of the philanthropic organizati on. Investi ng for fi nancial return and giving for charitable return originated as disparate acti viti es, but today we increasingly must view them as interrelated acts requiring some level of collaborati on or, even better, a degree of complementary eff ect or synergy. This need for alignment has blurred the lines and tightened the bonds between investment capital and social capital; now family foundati ons are working with investment advisors to find equilibrium.