A strategic approach to philanthropy, aligned with your values, amplifies your impact and builds a lasting legacy, providing support now, in the future, and for generations to come.
We understand the deep personal significance of giving back and the desire to make a meaningful difference to the causes you support. Whether you’re planning your giving throughout your lifetime or incorporating philanthropy into your estate plan, our team can help you navigate the complexities of charitable giving, ensuring your generosity is both impactful and fulfilling.
We offer tailored solutions and dedicated assistance with the operation and administration of private trusts, foundations and donor-advised funds.
Our priority is to understand your values, philanthropic goals, and vision for impact. By listening and collaborating with you, we’ll craft a bespoke solution that reflects your values, integrates with your wider wealth management strategy, and brings your philanthropic aspirations to life.
Whatever your philanthropic goals are, we’re here to support you every step of the way.
If you’re looking for a convenient, quick and cost-effective way to support causes you care about, you may want to consider a donor-advised fund. It allows for immediate tax receipts on donations, tax-exempt investment growth, and the flexibility to direct grants to qualified charities throughout your lifetime or as part of your estate plan.
For a bespoke solution, a trust may be more aligned with your objectives. Trusts are commonly used for making larger gifts as part of a dedicated philanthropic strategy, potentially providing a more hands-on approach to giving, if desired.
Foundations offer a flexible, international structure for philanthropic purposes, allowing for the pursuit of charitable, non-charitable, or blended objectives. They are often used for larger gifts as part of a philanthropic strategy, potentially offering a more direct approach, and can be incorporated in jurisdictions like Jersey, which has an established reputation for philanthropic structuring.
Discover a guided, bespoke approach to managing your wealth.
Access professional trustees and flexible trust capabilities to help protect and preserve your wealth today and for generations to come.
A personalised plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your loved ones.