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Foundation Source is the nation`s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our third decade, Foundation Source provides its services to more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
MA Partners is a New York, NY-based company in the Financial Services sector.
Cypress Wealth Advisors is one of the leading providers in Financial Services. It is based in Mobile, AL. To find more information about Cypress Wealth Advisors, please visit www.cypresswealth.com
Whitecap Advisors is a Norwalk, CT-based company in the Financial Services sector.
The Fred Group is a Toronto, ON-based company in the Financial Services sector.