Significantly, we can also help to set up foundations that will maintain your philanthropic purposes over the longer term, through our Trust Administration Services.
Philanthropy and wealth with responsibility
With wealth often comes a desire to "give back". Whether it is by supporting the local neighborhood, a treasured alma mater or society at large. We have helped many clients establish philanthropic foundations to fulfill such ambitions.
Integrated Philanthropy
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We can incorporate your philanthropic pursuits directly into your overall wealth management strategy. Philanthropy can become intrinsic to the way all your assets are handled – from ethical investments to the transparent structure of the trusts and foundations they support. We can create socially responsible investment portfolios for you, and help to see that all your assets receive the most favorable tax treatment to benefit your charitable objectives. We can also structure your gifts to encourage recipients to help themselves – such as through micro-credit or venture philanthropy.
Significantly, we can also help to set up foundations that will maintain your philanthropic purposes over the longer term, through our Trust Administration Services.
Significantly, we can also help to set up foundations that will maintain your philanthropic purposes over the longer term, through our Trust Administration Services.
Wealth with responsibility
Dealing with significant family wealth can raise emotional tensions between the generations. You wish to pass on your assets to your heirs, but you also want them to accept the values and aspirations associated with your inheritance. Wealth with responsibility addresses these issues in different ways in different countries.
