We are here to offer ways in which we deliver fiduciary excellence for nonprofits and endowments.
Fiduciary Leadership Training
We provide half-day, full-day and multiple-day sessions designed to inform nonprofit leaders of their fiduciary responsibilities.
Consultation & Fiduciary Assessments
Our experienced fiduciaries and CEFEX Analysts help expedite implementation of the Global Fiduciary Standard of Excellence for Nonprofits and Endowments.
Allan Henriques offers the highest level of fiduciary standards in our industry. His unique combination of legal and financial expertise gives him a keen understanding on how to best counsel nonprofits and foundations to protect their assets.
100% of our Board of Directors and almost 100% of our staff team have the FEFE designation. The training has been a game changer for our organization! Our Board is much more engaged and focused, our team is consistent in applying fiduciary best practices, and our assets have increased by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend this program.
Allan has helped us easily integrate Best Fiduciary Practices throughout our investment portfolios and employee retirement plans. His expertise gave us the ability to reestablish and protect the best interest of our tribal members.