Our philanthropic advisory begins with understanding each family’s core values, personal experiences and vision for creating positive change. We work closely with families to develop comprehensive giving strategies that reflect their priorities while considering tax efficiency, governance structures and impact measurement.
We assist in establishing the optimal philanthropic vehicles – whether private foundations, donor-advised funds, or charitable trusts – that best serve each family’s objectives while providing appropriate tax benefits and operational flexibility.
Through rigorous due diligence processes, we help families identify and evaluate charitable organisations that demonstrate measurable impact, strong governance and alignment with family values. Our assessment encompasses financial health, programme effectiveness and organisational sustainability.
We facilitate next-generation involvement in philanthropic decision-making, ensuring charitable values and traditions transfer smoothly across family generations while encouraging fresh perspectives on emerging social challenges.
For families seeking maximum control and long-term philanthropic engagement, we assist in establishing private foundations that can operate across multiple jurisdictions while maintaining tax efficiency and operational flexibility. These structures are particularly suitable for families with substantial charitable intentions and desire for active philanthropic involvement.
Donor-advised funds provide an excellent entry point for families beginning their philanthropic journey or those seeking simplified charitable giving with professional management. These vehicles offer immediate tax benefits while allowing families time to research and select appropriate charitable recipients.
We work with families interested in impact investing – investments designed to generate positive social or environmental impact alongside financial returns. This approach allows families to align their investment portfolios with their philanthropic values while potentially achieving competitive financial returns.
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