Serving fiduciaries

Modern Art and Fiduciary Governance

“Peter Cooper wanted his graduates to acquire the technical mastery and entrepreneurial skills, enrich their intellects and spark their creativity, and develop a sense of social justice that would translate into action.” Following his stint in the US Army in WW II, Tom Wesselmann left his home in Ohio to attend the Copper Union for […]

How Diogenes-FG looks at Cyber-Security and Why You Should Too

One of the biggest issues facing fiduciaries is cyber-security. How do we anticipate a breach and what can we do to thwart unwanted access? In this post we will address the issue of data security while communicating on the road.

Conflicts of Interests and Global Fiduciary Standards

Last year I was introduced to a member of the Investment Committee of one of the largest foundations in the mid-Atlantic area. With over $400 million in assets, the foundation’s Vice Chairman was interested in our conducting a fiduciary assessment. Early on in the  discussions we came across what was to be a very difficult […]

200 Year Old Orphanage Succumbs to a Ponzi Scheme: Another in Our Series of the Consequences of Poor Fiduciary Governance

The Hillcrest Children’s Center was founded in 1812 as a resource for the orphans of the War of 1812. Over the next 192 years, Hillcrest its operations and funding resources grew in excess of $8 million.