We have a deep understanding of the dynamics and politics of families, family businesses and personal relationships. We understand the issues our clients face and what keeps them awake at night. We know that their concerns go far beyond money and wealth preservation: family issues, reputation, their home, the things they love, or their legacy are far more important. Our business is protecting them, their interests and the things that matter most to them.
Our specialisms include advising clients on:
- Developing family values, purpose statements and charters, embedding core giving strategies and philosophies
- Establishing effective and efficient philanthropic structures, including charitable family foundations, impact investments, and international partnerships
- ESG exposure, dependency and impact assessment, mapping, compliance and reporting
- Creating impact frameworks, grant giving mechanisms, and KPIs and reporting processes
- Cost efficient giving and tax
- Reputation and risk management