Effective philanthropy requires careful thought and planning. We offer practical support around your philanthropic goals – from helping you to decide how to structure your giving, to the legal, tax and financial implications of your philanthropy and more.

Whether you’re looking to start a philanthropic programme, or are already involved in one, several elements will be key to your success.

You will need to set clear objectives and decide on a strategy to meet these which will require expertise and knowledge about the causes you have chosen to support.

You will also need to consider how to invest the capital you have set aside for your philanthropic programme so that it can fund the long-term income and capital spending requirements of your charitable projects.

Case studies

Our expertise in philanthropy and impact helped prepare a younger member of a business-owning family to take on more meaningful responsibility in the management of the family’s assets.  We have a lot of experience working with families in this situation. In this case, the chairman of a family-owned business wanted his grandson to join the family business. However, the grandson’s passion lay in social impact.

We helped the family incorporate philanthropy into its financial plan and discussed how social impact could be incorporated into the management of the family business. The grandson joined the company’s board in order to lead this initiative and also oversees a significant proportion of the family’s philanthropic giving. He is now playing a far greater role in the stewardship of the family’s wealth.

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