Charities and Foundations

An increasingly important part of the role of our family office is managing its philanthropic efforts. This will include the establishment and management of charities and foundations and advice on donating to charitable causes. These services would typically involve:

• Philanthropic ( Gifting ) planning
• Assistance with establishment and administration of charitable institutions
• Guidance in planning a donation strategy
• Advice on technical and operational management of charities
• Formation of grant-making foundations and trusts
• Organizing charitable activities and related due diligence