Family Offices

Family Offices

"Our clients have found the Schwab Charitable website to be a great tool and the Schwab Charitable staff support top-notch."
- Sullivan & Serwitz

Family offices are often instrumental in helping donors achieve their charitable goals. Privacy, personalization and customization are key attributes a family office must evaluate in choosing a provider, and charitable partners are no different. Our program is designed with the needs of affluent families in mind, and we have structured a comprehensive giving account that supports the philanthropic objectives of individuals and families.
We work with family offices to enhance their families’ giving experience. Some of the qualities that make our program1 unique are:
  • Expertise on complex gift acceptance, including privately held securities, tangible property, real estate and alternative assets.

  • Open architecture for investments, including alternative assets, with professionally-managed accounts. We understand that multi-generational charitable accounts may benefit from exposure to all asset classes, both public and private.

  • Complex granting capabilities, including help with multi-year gift agreements, expenditure reporting for large grants or grants with specific goals.

  • Personalized service provided by a dedicated individual.

  • Focus on privacy, including extraordinary confidentiality controls.
Schwab Charitable provides the governance needed to ensure compliance with all federal and state laws. We have a stringent due diligence process for alternative investments that will compliment the due diligence done by the family office as well as thorough due diligence on all grant recommendations.
Our fee pricing is dependent on the level of investment and granting complexity desired by the family, though always competitive. Feel free to contact us to discuss negotiated pricing.
(1) Program generally available for accounts with more than $10 MM. Please contact us to discuss.
Need Assistance?
Call (800) 746-6216
or send us an email