Sterling Foundation Management, LLC Email Format

Non-profit OrganizationsVirginia, United States11-50 Employees

Sterling Foundation Management, LLC operates in the non-profit sector as a private foundation management firm that focuses on facilitating the sale of income interests in Charitable Remainder Trusts (CRTs). The company positions itself as a advisor-focused facilitator, working with financial, legal, and tax professionals to help clients and high net worth individuals pursue philanthropic, family, and financial objectives through private foundations and related charitable planning vehicles and financial services. Based in Reston, Virginia, the firm emphasizes that it does not manage or hold assets, nor does it provide tax, legal, or investment advice, instead serving as a specialized resource for advisors. The organization is described as the oldest national private foundation management firm in the United States and maintains a role within the broader charitable planning landscape, including recent collaboration activity with other professional networks. A notable development is the reported partnership with CEG Worldwide LLC as part of its Virtual Family Office Network.

Sign up for free to view info

Company overview Employee directory