Philanthropic advisory
We help you realize your philanthropic vision and legacy by designing a personalized strategy that aims to create a meaningful positive impact.
For many centuries, the wealthiest individuals and families around the globe have been dedicated to improving the lives of others through their philanthropic efforts.
This philanthropy is not just a financial endeavor but a reflection of a family’s collective identity and core values, forming an integral part of their legacy to enhance the world.
Beyond its broader impact, philanthropy can also strengthen family ties, enriching the lives of its members and fostering intergenerational connections.
Our Managed Philanthropy service is designed to assist you in developing a tailored strategic framework that aims to generate significant impact and establish a lasting legacy.
We start by guiding you in articulating your legacy aspirations, crafting a mission statement, and establishing guidelines for your philanthropic activities. These steps provide clarity and direction for your charitable endeavors.
Additionally, we support you in understanding and complying with the legal requirements associated with various philanthropic vehicles, such as donor-advised funds, private foundations, and charitable remainder trusts. We also connect you with industry experts for further infrastructure support and share best practices to enhance your philanthropic journey.
How we serve you
We understand that every family is distinct, with its own set of values, beliefs, philanthropic aspirations, and internal dynamics. Instead of adopting a generic approach, we tailor our services to align with your family’s unique culture and situation.
We are also equipped to assist you in preparing for and managing the delicate conversations that often arise among family members when involving the next generation in your family’s philanthropic efforts.
Ongoing Insights
Our updates and advisory services keep you informed about the latest trends in philanthropy, helping you navigate this constantly evolving field. Staying updated on recent developments is crucial for maximizing the impact of your philanthropic activities in line with your mission.
Through our regular networking events, you can connect with fellow philanthropists and industry experts, exchanging best practices and strategies.
Integrated Approach
Effective philanthropy relies on several foundational elements. Beyond just advisory services, we offer a range of additional services to help you achieve your philanthropic objectives.
These services encompass investments, treasury management, global custody, and trust services, providing a comprehensive solution for your philanthropic endeavors.
We understand that every family is distinct, with its own set of values, beliefs, philanthropic aspirations, and internal dynamics. Instead of adopting a generic approach, we tailor our services to align with your family’s unique culture and situation.
We are also equipped to assist you in preparing for and managing the delicate conversations that often arise among family members when involving the next generation in your family’s philanthropic efforts.
Ongoing Insights
Our updates and advisory services keep you informed about the latest trends in philanthropy, helping you navigate this constantly evolving field. Staying updated on recent developments is crucial for maximizing the impact of your philanthropic activities in line with your mission.
Through our regular networking events, you can connect with fellow philanthropists and industry experts, exchanging best practices and strategies.
Integrated Approach
Effective philanthropy relies on several foundational elements. Beyond just advisory services, we offer a range of additional services to help you achieve your philanthropic objectives.
These services encompass investments, treasury management, global custody, and trust services, providing a comprehensive solution for your philanthropic endeavors.
