Private Client Services
Philanthropy
Formation and administration of foundations, charitable companies and related vehicles.
Overview
Giving works better with structure
Philanthropy can be personal, family-led or run more formally. Each approach has different governance and administration requirements.
We help clients set up and run foundations, charitable companies and related structures. Documentation and ongoing administration support long-term giving objectives.
Services
What we cover
Vehicle formation
Foundations, charitable entities and related structures.
Governance support
Board processes, resolutions and documentation for philanthropic vehicles.
Administration
Records, filings and ongoing corporate or foundation administration.
Reporting coordination
Financial and compliance information organised for principals and advisers.
Approach
How we work
Define
We discuss philanthropic objectives and the appropriate vehicle.
Establish
We coordinate formation, governance and initial documentation.
Administer
We support ongoing administration and reporting requirements.
Discuss your requirements
Contact us about philanthropy and charitable structures.
Arrange an Initial Consultation