Family Office & Private Client Practice

Hedge Fund, Private Equity, & Venture Capital Executives

For executives whose wealth is tied to the investments they know best, our team of experts provides specialized capabilities to help contribute limited partnership and portfolio company interests efficiently, and leveraging them in alignment with their philanthropic goals.

Our support includes:

• Accepting limited partnership interests and private investments
• Managing both onshore and offshore holdings within a charitable structure
• Retaining investment positions to preserve growth potential where appropriate
• Coordinating the timing and approach to asset liquidation
• Converting investment gains into charitable capital in a tax-efficient manner
• Supporting ongoing grantmaking with a disciplined, strategic approach

Founders, Entrepreneurs & CEOs

We help founders, entrepreneurs, and CEOs integrate philanthropy at all stages of the business life cycle — from seed stage through exit liquidity and beyond. Our approach is practical, flexible, and aligned with both charitable goals and the realities of executives’ business standing to help them create an enduring philanthropic legacy.

Our support includes: 

• Structuring early-stage giving strategies using private company stock
• Planning in advance of liquidity events to reduce tax exposure and expand giving capacity
• Accepting, retaining, and managing complex assets, including closely held shares
• Providing liquidity solutions to support near-term charitable goals
• Managing public stock contributions post-IPO or sale
• Executing thoughtful asset liquidation strategies to maximize charitable value
• Partnering with donors to establish a long-term philanthropic vision alongside financial success

Philanthropic Professionals

We partner with foundation leadership and philanthropy professionals within family offices to extend their team’s capacity and capabilities. Whether managing a complex portfolio, developing a new strategy, or seeking greater efficiency, we provide the infrastructure and specialized support to help teams operate more effectively and deliver on on their mission.

Our support includes: 

• Serving as a flexible extension of the team to manage day-to-day philanthropic operations
• Offering additional capacity for new or emerging projects, collaboratives, and giving vehicles
• Providing expert advice on new strategies and launch infrastructure
• Streamlining grantmaking processes, from due diligence through disbursement
• Supporting complex asset contributions and administration
• Providing research and insights to inform funding strategies and priorities
• Enhancing governance frameworks and board reporting
• Assisting with stakeholder and family engagement, including next-generation involvement
• Supporting impact measurement and evaluation efforts
• Offering scalable infrastructure to manage periods of growth or increased giving activity

Customized Investments for Long-Range Impact

A donor with long-term philanthropic goals came to NPT seeking a customized investment strategy that could grow her charitable resources over time. After extensive conversations about her risk tolerance, values, and giving objectives, our investment team collaborated with her family office to build a multi-year laddered portfolio designed to balance liquidity, growth potential, and risk.

The resulting strategy included more than two dozen positions combining traditional investments with private and direct opportunities intended to support long-term grantmaking. Throughout the process, NPT’s finance, accounting, and alternative investment specialists worked together to ensure the portfolio aligned with the donor’s vision.

Because the donor was especially passionate about work to advance affordable housing solutions, we focused a portion of the investment portfolio on companies constructing low-income apartment buildings and other affordable housing initiatives. NPT helped structure these investments to support both financial returns and lasting community impact. By combining investment expertise with an understanding of philanthropic approaches to the issue area, we created a strategy tailored to advance both the donor’s financial and charitable goals.

Concierge Support for a Family Foundation

NPT has a long-standing relationship with a major donor whose philanthropy spans multiple interrelated legal entities. As a matter of course, NPT serves as a trusted partner to help manage and administer giving portfolios, but it was becoming clear that the intricacy of the donor’s network of philanthropic initiatives required something more structured than on-demand support.

To meet the donor’s evolving needs, their NPT relationship manager established a cadence of regular monthly meetings with them and their team to maintain a bird’s-eye view of their total giving portfolio and deliver strategic guidance informed by specialized legal, financial, operational, and philanthropic expertise. These sessions offered a consistent forum to review active grants, provide logistical support, design and monitor custom grant agreements, and develop frameworks and processes to support the donor’s time-sensitive giving schedule.

NPT’s depth of philanthropic experience helps inform pertinent discussion topics, such as evolving country-specific regulatory requirements in the localities supported by the donor’s grantmaking. The relationship manager also coordinated a series of calls between NPT’s general counsel and the donor’s, establishing space for our teams to collaborate on forecasting changes to the donor’s philanthropic roadmap. The relationship-based service model continues to evolve with the donor’s objectives, helping them execute their sophisticated giving strategy with greater confidence and efficiency.

Translating Personal Conviction into a Global Giving Strategy

A donor approached NPT to help translate her deep personal and professional commitment to advancing mental health and disability rights for women and girls into a global giving strategy. She came with a multimillion-dollar budget, identified priority regions in the Global South and a goal of rapidly deploying funds. What she needed was a framework to maximize the scale and impact of her giving.

Over an eight-week engagement, NPT advisors worked closely with the donor to clarify her motivations, values, definition of impact, and grantmaking priorities. Through these discussions, it became clear that she wanted to ensure significant funding could reach community-based organizations. NPT responded by identifying trusted grantmaking intermediaries operating within the donor’s chosen impact regions, whose on-the-ground regional expertise could ensure efficient and secure distribution of funds to grantees.

NPT conducted landscape research, consulted regional experts and peer funders, performed organizational due diligence, and held discovery calls with prospective partners. The result was a customized giving strategy, including a curated portfolio of funding opportunities, recommendations for allocating funds across geographies, and an ongoing learning framework. Equipped with a clear, values-driven decision-making process, the donor was able to pursue her philanthropy with greater confidence, clarity, and independence.