Philanthropic goals and aspirations can vary from person to person. The rigorous and tailored methodology we apply in our management of many of our clients remains critical in our goal to help you achieve your philanthropic ambitions now and into the future.
Our team has extensive experience managing private ancillary funds and the broader philanthropic desires of individuals, families and organisations. This experience has resulted in the development of a business-wide understanding and appreciation of the philanthropic work of all our clients.
We initiate charitable trusts where clients become involved in helping causes and organisations of interest grow and flourish over a long period. This structure is suitable for those who wish to see their philanthropy become effective and instill positive behaviour in family members and future generations.
We will discuss with you an approach to tax incentives and structures which supports your current and future philanthropic desires.
As a business, our goal is to deliver a sustainable return for our clients, so we employ the same rigorous and considered approach to our philanthropic clients as we do for all our clients.
We understand the managing an individual’s portfolio requires discretion and personalisation, in an equivalent way so does managing the portfolio of a client who may possess a predisposition to generosity.
With involvement in areas ranging from religious institutions, health, sports bodies and the arts, our clients’ diverse ranges of interest continue to both challenge and educate us. Our clients often wish to become more involved at a granular level, allocating funds to a specific action. We share the view that philanthropy is a form of investing; transparency and continual improvement is required. Giving is more gratifying when the cause and is close to the heart and the funds are clearly aiding the cause.
Wealth without values is simply money after all…