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Charity & Philanthropy Services

Make a meaningful impact in the world through our strategic charity support services

We work with our clients to tailor solutions for their charitable and philanthropic ambitions.

We can help with the formation, management and administration of different philanthropic structures, including:

  • Trusts for charitable purposes, both traditional style trusts, with a variety of proper laws, and STAR trusts, which work well if the preference is to broaden the scope of benefit and simply state purposes or a mixture of people and purposes
  • Foundations, where we can act as Foundation Council members, trustees or in any other office

Unlock the true potential of your giving

How we help you manage your wealth

Tailored Service

We understand that your goals are distinct, so we deliver a highly tailored service to craft bespoke solutions that align with your hopes and ambitions.

Steadfast Dedication

Experience personalised service from our team who work tirelessly with unwavering integrity to make sure your financial goals are met.

Impartial solutions

We are independent of any bank, investment manager or professional firm, so we act impartially, providing objective guidance and solutions.

Proven Expertise

Benefit from our extensive fiduciary knowledge, insights and advice to help you make financial decisions with confidence.

Solutions for Continuity

We work alongside multiple generations of your family to help with succession planning and asset protection within a robust governance framework.

Unrivalled Transparency

Trust us to communicate in a responsive and open way to build understanding, giving you confidence to navigate complexity in changing times.