Institutional Advisory Services

Governance, Structure, and Coordination

Our financial advisors work closely with you to implement your plan, helping you stay on track, explore new opportunities, and adapt as your life changes. Our role is to act as a steady, informed partner who helps you anticipate challenges and move decisions forward.

Effective decision-making requires a clear structure. We support families and foundations with:

Governance and meeting facilitation

Board structure and oversight

Investment policy development

Coordination with attorneys, CPAs, and other specialists

Reporting and documentation support

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Outsourced Chief Investment Officer (CIO) services for foundations and organizations

We provide outsourced CIO services for private foundations and similar entities, including:

Portfolio design and oversight

Manager search and evaluation

Governance and reporting frameworks

Support with grants, distributions, and board guidance

Custodian-agnostic implementation

Our approach combines institutional discipline with the personalized attention of a dedicated family office partner.

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Independent Oversight and Ongoing Guidance

We monitor portfolios with attention to market conditions, tax impact, and your evolving financial life. Our guidance remains steady and objective, helping you stay aligned with long-term goals while navigating complexity with clarity.

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Meet Our Team

Frequently Asked Questions

Learn more about our outsourced chief investment officer model and how we provide institutional-grade oversight for foundations, endowments, and family entities.

What does Beatrice provide in its OCIO (Outsourced Chief Investment Officer) role?

We act as your investment office—designing portfolios, selecting managers, implementing trades, and overseeing reporting. For foundations, endowments, and family entities, we also provide governance support so your board can focus on mission rather than execution.

How is your OCIO approach different from traditional consultants?

Unlike traditional consultants who may rely on model portfolios, we design each allocation with a clean sheet of paper, tailored to your mission, spending policy, liquidity needs, and risk parameters. We use open architecture to access institutional-grade capabilities, including tax-aware strategies, enhanced cash management, and market-neutral diversifiers where appropriate.

Do you support board governance and operational structure?

Yes. We help design and run governance processes—agendas, meeting minutes, investment policy guidance, fee transparency, and reporting frameworks. We also support administrative workflows and entity setup when needed.

Who is a good fit for your OCIO model?

Private foundations, endowments, and complex family entities that require ongoing investment oversight without hiring internal staff. These clients value customization, transparency, and a partner who can design and maintain a long-term asset-management framework.

What does ongoing support look like?

You receive a dedicated team handling reporting, administration, manager monitoring, board communications, and disciplined execution. While OCIO engagements focus more on execution than holistic family advisory, clients often continue long-term due to our customized approach and responsiveness.

Let’s start planning what’s next

Beatrice collaborates with families, foundations, and institutions that appreciate a modern, intentional approach to wealth management. If you share that vision, we invite you to reach out. Our fiduciary advisors are ready to help you move confidently toward your financial goals.