Succession Planning & Endowments: Services & Advice

How we work with

Endowments

We aim to understand the purpose, spending needs and total assets and liabilities of an endowment and then seek to design, implement and manage a long term investment plan that meets its requirements. We work closely with the endowment’s investment committee to ensure the financial assets grow over the long term.

We believe that the management of an endowment or charitable entity has much in common with the management of family wealth, with the importance of independent thought, professionalism and the balance of today’s needs with those of the future

Our Approach

Our Initial Work Involves:

Developing a strategic wealth plan which is designed to meet the long term objectives of the charity or endowment
Understanding any annual spending rules and ensuring the investment portfolio will meet these objectives
Creating an extensive Investment Policy Statement for the charity to have at the heart of its investment approach – applying stringent rules on ethical and socially responsible investing, if appropriate
Selecting managers for the assets over which we have discretion

Our Ongoing Role

Our Ongoing Support Provides:

Reviews of global markets and the implications for the investment strategy
Detailed reporting on the investment portfolios across multiple custodians and depositaries
Work with external advisers where real assets and legacy assets need to be considered alongside the investment portfolio
In depth analysis of private equity positions and inclusion of these within the overall wealth of the charity or endowment
Negotiation of favourable fees with fund managers and suppliers through Wren’s global network
Acting as either outsourced CIO or CEO – depending on the scale of advice needed

We also work with

Family Offices Families

Get in touch

If you want to know more about how we can work with you or your organisation, get in touch now to talk to one of our expert wealth management professionals.

Talk to our team