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Philanthropy

Wealthy individuals and families often have a strong commitment to giving back to society in a range of different ways. We can provide guidance and insight on charitable vehicles and best practices

Get in touch

To help realise your vision, our team can assist you in distilling and conveying a tailored philanthropic plan, designed for both your family today and future generations.

 

With our presence in the philanthropic industry, we can provide access to events, facilitate family meetings, and connect like-minded philanthropists.

 

A donor-advised fund can also be used to consolidate your charitable giving, providing you with the opportunity to support charities in a flexible and tax-efficient manner.

 

Working with foundations and philanthropists for generations

 

Our team has extensive experience helping clients to realise their long-term philanthropic goals. Our expertise spans from the initial formation of new charitable foundations to advising on investments and long-term planning.

 

In addition, we can provide comprehensive guidance for existing charitable foundations. This support allows you to concentrate on what really matters: the realisation of your foundation’s goals.

Our solutions

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  • Estate and Trust Planning

  • We work with you to develop a plan that reflects your priorities, family dynamics and long-term objectives.

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  • NextGen programme

  • Exclusive access to educational events, thought-leadership activities and networking opportunities – for the business leaders of tomorrow.

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  • Life Insurance

  • Whether you require personal cover, estate planning, liquidity or tax-efficient investing, we work closely with independent providers to support your needs.

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  • Selling your business

  • Our experienced team can help you prepare for the sale of your business as part of a holistic wealth plan aligned with your future goals and interests.

Tell us about your philanthropic vision

We’d like to learn more about your ambitions for the future and how we can support your philanthropy goals.

Get in touch

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