Sterling Foundation Management, LLC

After several years of working with some of the nation’s most active and generous philanthropists, we decided to expand our business offerings to include Ultra High Net Worth Concierge Services and CRT Secondary Planning for charitable remainder trusts. These new services were added at the direct request of our clients to help them with their growing needs. We are grateful for and humbled by the unwavering trust our clients have in Sterling.

Sterling’s Ultra High Net Worth Concierge Services address a broad range of important issues facing high-net-worth clients – from health, education and lifestyle planning to real estate and personal property acquisition and management – and so much more. These family office services are specifically tailored for each client, typically those with a net worth in excess of $100 million, and gives them direct access to trusted, experienced advisors, with responsiveness that is unprecedented in the industry.

Sterling is also the preeminent provider of secondary planning services for charitable remainder trusts, helping those who no longer benefit from having a CRT. We pioneered the market for the sale of CRT income interests and developed the CRT rollover technique to meet our clients’ changing needs.

While our range of services has grown since our founding in 1998, one thing remains constant – Sterling’s commitment to helping our clients reach their goals by using our Individualized Approach and providing Innovative Solutions to achieve Unrivaled Impact.

Executive Team

James W. Lintott, Esq., Founder and Chairman

James W. Lintott founded and leads Sterling Foundation Management and has extensive business, management and philanthropic experience. Through his years as head of one of the nation’s largest private foundations and as Chairman of Sterling, Jim has acquired deep knowledge, valuable experience, tremendous problem-solving skills and sound judgement, which has earned him the reputation as a leading advisor in both the non-profit and for-profit worlds.

Jim is a sought-after speaker for both professional and lay audiences. He frequently delivers presentations to financial advisors, estate planning attorneys and wealthy donors on a variety of topics, such as non-profit organization compliance and effective planned giving.

Jim’s expertise on charitable giving and philanthropic activity is wide-ranging. He has developed successful projects for clients in a variety of areas, including symposia on destigmatizing certain medical conditions, programs to gauge the effectiveness of scholarship programs, the development of local cancer screening programs and the creation of educational curricula for college and graduate students. He is the author, along with Roger Silk, of Creating a Private Foundation and Managing Foundations and Charitable Trusts.

Prior to founding Sterling, Jim was an executive at the nation’s largest privately held company, where he worked closely with the principals and played a critical role advising the company’s leaders on various issues including their most important philanthropic endeavors.

Jim received his J.D. (with distinction) from Stanford Law School as well as an M.A. in applied economics and B.A. degrees (Phi Beta Kappa) in economics and political science from Stanford University. He was a senior editor of the Stanford Law Review and was instrumental in developing the non-profit Stanford Law School Asian Trade Consortium. Jim was also a founding member of the Law and Business Society.

Jim serves on the boards of several well-known national charities, including Children’s National Medical Center, the United States-Japan Foundation, the Smithsonian National Museum of Asian Art and Best Buddies International. He has chaired numerous select committees, national organizations and non-profit campaigns. Jim is a founder and director, along with his wife, of their family foundation.

Roger D. Silk, Ph.D., Founder and Chief Executive Officer

Roger D. Silk Ph.D. is co-founder and CEO of Sterling Foundation Management, LLC.

Dr. Silk is one of the nation’s foremost experts in the area of applying solutions from the philanthropic world to the problems facing all high net worth families. Under his leadership, Sterling continues to evangelize philanthropic solutions to the entire high net worth world, not just to the charitably inclined, but even to people who previously didn’t realize how charitable tools could help them. Dr. Silk has more than three decades of experience working with high net worth families and their advisors.

He has appeared on numerous podcasts, and is regularly quoted in the financial and popular press, where he has been featured by media including CBS, CNN, US News, WTOP, CEO World, Supermoney, Yahoo Finance, Business Insider and Authority Magazine.

Dr. Silk is the author of several books, including The Investor’s Dilemma Decoded (Wiley, 2024), Politicians Spend, We Pay (Sterling Lifetime Press, 2022), Managing Foundations and Charitable Trusts (Bloomberg Press, 2011), and Creating a Private Foundation (Bloomberg Press, 2003). He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates, and he is a frequent contributor to the blog, Sterling Insights.

Dr. Silk holds a Ph.D. and an M.A. in Applied Economics from Stanford University, as well as a B.A. in Economics (with distinction). He earned his CFA in 1990.

George Loudenslager, Chief Financial Officer

George Loudenslager joined Sterling in 2011 with more than two decades of experience in providing accounting, financial analysis and management services to leading-edge companies, private foundations, public charities and high-net-worth clients.

George began his career with the public accounting firm of Coopers & Lybrand. He later served as Controller and Chief Financial Officer for several commercial real estate, property management and mortgage companies, as well as a digital music and media provider.

George’s financial experience is wide-ranging. He has designed and developed new financial reporting systems and established formal accounting policies and procedures for entrepreneurial start-up companies. George has also served as an advisor for several corporate mergers and acquisitions and has extensive multi-industry experience with international accounting, due diligence, modeling, auditing and budgeting.

George earned his Bachelor of Science degree in Finance from the University of Baltimore.

Giovanni (Gio) Kotoriy, Vice President

Gio provides extensive leadership, management guidance and charitable planning expertise in serving Sterling’s foundation and non-profit clients. He leverages his proven project, operations and portfolio management skills to ensure the charitable organizations Sterling manages are fully compliant and efficiently achieving the philanthropic goals of their donors. Moreover, Gio has been recognized with several awards for earning the highest client satisfaction scores. His ability to uncover client needs, develop solutions and achieve goals ensures each of Sterling’s clients receive personal, customized attention and services is highly regarded.

Prior to joining Sterling, Gio was a leader in PricewaterhouseCooper’s (PwC) Public Sector Practice where he led multiple projects that provided project/program/portfolio management, strategic planning, financial management, change management, and business process improvement support and services to public sector organizations. Gio was hand-picked to lead PwC’s largest and most complex public sector project, valued at over $300 million, providing financial improvement and audit readiness services to the government. His successful leadership of over 300 project members and 28 teaming partners across ten simultaneous task orders ensured the government organization was “audit ready” for the first time in their history.

Gio is also a combat veteran having served in the U.S. Army as an officer for over 20 years. With multiple tours of duty and combat deployments around the world including Iraq, Afghanistan, Haiti and border surveillance of the former East-West German border, he honed his expertise in leading, organizing, planning and supervising activities to achieve a common goal. For his meritorious service and success, Gio was recognized with accelerated promotions and was awarded many decorations including two Bronze Stars, a Legion of Merit and a Valorous Unit Award.

Gio's community service and philanthropic contributions include building homes with Habitat for Humanity, teaching financial literacy with Junior Achievement and leading community service projects with the Knights of Columbus. He also helps service members and their families with the USO, supports wounded veterans at Fischer Houses and assists veterans in Veterans Administration hospitals. Gio is a supporter of the National Children’s Health System, Best Buddies International, the Wounded Warrior Project and the Tragedy Assistance Program for Survivors. He is a past board member of the Hispanic Alumni of Notre Dame and the Notre Dame Club of Washington, DC.

Having earned both military and business strategic planning certifications including Balanced Scorecard strategy execution, Gio is an expert in guiding organizations to develop their strategic vision and implement the processes and actions needed to realize that vision. Gio holds the distinguished Project Management Professional certification from the Project Management Institute and is Lean/Six Sigma certified (Green Belt). Gio earned an undergraduate degree from the University of Notre Dame and a master’s degree from The George Washington University where he was inducted into the Omicron Delta Kappa National Leadership Honor Society.

Paul Beckner, Principal

Paul has built a career managing and solving complex problems, building effective management teams and creating value. He brings to Sterling deep knowledge and expertise from a 17-year career at a non-profit, public policy organization, where he quickly rose through the ranks to become Chief Executive Officer -- a title he held for 14 years.

During his tenure as CEO, Paul more than doubled the organization’s revenues, creating a national powerhouse, while earning a reputation for integrity, accomplishment, sound judgment and managerial acumen. He was sought out to address some of the nation’s most difficult political and policy problems by top leaders, including Fortune 50 CEOs, Forbes 400 families, Congressional leaders and top White House staff.

Paul has experience in all aspects of leadership, management and entrepreneurship having created and launched successful organizations, grew existing ones to new levels of success and effectiveness, spearheaded mergers and acquisitions, managed high-stakes litigation and built world-class management teams.

Paul earned his M.B.A. from the Wharton School at the University of Pennsylvania, as well as a B.A. in history from Northwestern University. In 2001, he was appointed by the President of the United States to serve on the President’s Advisory Committee for Trade Policy and Negotiations in the Office of the United States Trade Representative.

Paul has founded and led several charitable organizations on issues such as judicial reform, congressional reform and the environment. He currently is Chairman of the Board of FreedomWorks Foundation and is a FreedomWorks Board member.

Address: 12030 Sunrise Valley Drive Suite 450, Reston, VA 20191, USA

Phone: +1 703 437 9720
FAX: +1 703 793 1877
Email: contact@sterlingfoundations.com