Services

How can we help you?

Operating as a trusted partner, we ensure every financial decision aligns with the vision of the
Pickens Family Foundation while supporting the broader goal of building a lasting legacy of
faith, service, and excellence.

Family Office Solutions

Comprehensive management of the Pickens Family Foundation Trust’s financial,
legal, and administrative needs.

Customized estate planning and legacy strategies to preserve family values and
wealth.

Coordination of family governance and communication.

Philanthropic Guidance

Strategic planning and management of charitable endeavors.

Oversight of grants and donations to maximize community impact.

Alignment of philanthropic activities with the Foundation’s mission.

Investment Management

Development and execution of investment strategies to grow the Foundation’s
assets.

Diversified portfolio management tailored to the Foundation’s mission and goals.

Continuous monitoring and optimization to adapt to evolving financial
landscapes.

Fiduciary Services

Trusted oversight and management of all family trust assets.

Succession planning to ensure seamless generational wealth transfer.

Administration of philanthropic initiatives, including charitable giving and grant-
making.

Legacy Building

Strategic planning and management of charitable endeavors.

Oversight of grants and donations to maximize community impact.

Alignment of philanthropic activities with the Foundation’s mission.

Every investment decision is made with a focus on stewardship and legacy.

Our Approach Includes:

 Values-Driven Investments

With an emphasis on sustainable

 Diversified investment

strategies to mitigate risk and maximize returns.

Exclusive Opportunities

Aligned with client values and objectives.

Customized portfolios

tailored to individual and family goals.

Contact Us

Let’s talk about what we can build and raise together.

Global Private Equity Trust

We are here to serve you as stewards of faith and wealth. Contact Global Private Equity Trust to learn how we can partner with you to build a legacy that stands the test of time.

Contact us to learn how we can continue to support the Foundation’s mission and generational impact.