Sharing your wealth can bring even more personal satisfaction than creating it. Philanthropy is a far-reaching and often a profound way for you to influence the future. Many families view charitable giving as a means of shaping the values they wish to instil in future generations, bringing the family together for a common cause.
At the outset, our team helps refine and focus your family's philanthropic interests and goals. We also work with you to develop and structure the most efficient vehicle and governance processes for your charitable giving.
Does the scope of your philanthropy warrant the creation of a family foundation or a charitable trust? We can help you make this critical decision, and then help you manage the setup and administration with expert advice on all technical aspects, including assistance in the drafting of grant-making and investment policies, donation policies and the selection of asset managers, as well as the administration of grants management, preparation of tax returns and compliance reporting.
We have a tradition of providing personalised service and expertise combined with the resources and capabilities of one of the largest banking and financial services organisations in the world. Our expertise can guide your passions to benefit the programs you support and may create income and tax advantages for generations to come.
