Sharing your wealth outside of your family leaves a lasting legacy when managed effectively. When your objective is sustainable, high-impact philanthropy you require sophisticated structures and governance procedures. You want to make a positive social or environmental impact by investing in a company, organisation, charity or fund. And you want your investment to make a financial return that can be reinvested for the long term.
We work with you and your advisers to create a structure that can support your philanthropic initiatives. That may involve using an existing trust, or establishing your own charitable trust or foundation.
You may want to be a key decision maker when it comes to your donation and investment strategy. You may want to create a perpetual endowment or to pay away capital and interest over a specific period. You may want to invest surplus funds or generate an income with capital assets. You may want to stipulate specific ethical boundaries on investments.
Whatever options you choose, we have the experience to help you achieve your goals.
We have a number of clients who are involved in a wide range of philanthropic endeavours. We also operate international charitable foundations for globally recognised charitable organisations.