The Philanthropic Management group at BAML delivers expertise and a comprehensive suite of investment and charitable management services to help individuals and institutions build and sustain their missions.

Serving in a trustee or agency capacity for private foundations, Endowments, Charitable Trusts, Estate Planning and other wealth transfer vehicles.

Our Philanthropic Management provides:

• Strategic advice and planning to help you fulfill your mission more effectively
  • Integrated spending policy and asset allocation analysis
  • Governance and fiduciary assistance
  • Philanthropic research and best practices
• Asset management services and solutions to help align and achieve your financial and charitable objectives.
  • Customized asset allocation
  • Portfolio construction and balancing
  • Investment manager evaluation, selection and oversight