Individualized Approach. Innovative Solutions. Unrivaled Impact.

Sterling provides comprehensive foundation management services so philanthropists can focus on what matters most: their philanthropy.

Sterling provides family office concierge services specifically tailored to the needs of ultra high net worth individuals, typically with assets greater than $100 million. 

Sterling is the preeminent provider of Secondary Planning Services for Charitable Remainder Trusts (CRTs).

Sterling offers a wide and growing variety of optimized, proven, turnkey solutions to a wide variety of client situations and problems.

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