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Philanthropic Advisory

Philanthropy can be used to benefit others and your community, set a good example for your family, and/or leave a legacy. Because philanthropy is so personal and unique to individuals and families, it often entails a lot of considerations on a variety of themes, ranging from expressing a vision and determining the best legal structure to selecting grant recipients and monitoring impact.

We assist our clients in addressing all aspects of their philanthropic plans and goals, regardless of where they are in their philanthropic journey, in order to make a lasting and beneficial effect that benefits their causes, communities, and loved ones.

Getting Started

Advice on crucial considerations to assist you in shaping your charitable approach and engaging family and loved ones.

Charting the Course

Help defining the role of philanthropy in your life and estate plan, including values identification, family engagement, and mission formulation.


Structure and Formation

Advice on how to structure your efforts based on your existing circumstances and the motivators for your generosity.

Governance and Administration

Assist in defining the best governance framework, compliance, and other administrative rules and procedures.

Strategy, Execution and Impact

Advice on strategic philanthropy and implementation, including developing a strategic plan, assembling a strong team, creating grants, and monitoring impact.

Beyond Giving

Help in aligning your philanthropic mission with your involvement in charitable organisations.