Private Client

Private Client Services

Philanthropy

Philanthropic goals are often best pursued through deliberate structures with clear governance. Finstow supports clients establishing and administering philanthropic vehicles.

Overview

Giving With Structure

Philanthropy can be personal, family-led or institutional in nature. Each approach has different administrative and governance requirements.

Finstow helps clients coordinate foundations, charitable companies and related structures, with practical administration and documentation to support long-term giving objectives.

Services

What we cover

  • Vehicle Formation

    Coordination of 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.

Clients

Who we support

  • Families with philanthropic goals
  • Private foundations
  • Charitable giving programmes
  • Clients establishing new philanthropic vehicles

Approach

How we work

  1. Step 1

    Define

    We discuss philanthropic objectives and the appropriate vehicle.

  2. Step 2

    Establish

    We coordinate formation, governance and initial documentation.

  3. Step 3

    Administer

    We support ongoing administration and reporting requirements.

Structure your philanthropy

Speak with Finstow about establishing or administering a philanthropic vehicle.

Arrange an Initial Consultation