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Trusts and Tax
Philanthropy
Wealth is an important issue and responsibility. Many of our wealth management clients feel they want to give something back to the world - by supporting the neighborhood they grew up in, the city where they live or society at large. We have helped many clients establish philanthropic foundations to fulfill such ambitions.
Others want to ensure that their wealth continues to be an asset to their family, rather than ever becoming a liability. We provide access to specialists who have in-depth expertise in the complexities of managing trust assets. Initiatives to address this issue are delivered through the Wealth with Responsibility program.
Integrated Philanthropy
We can incorporate your philanthropic pursuits directly into your overall wealth management strategy. Philanthropy can become intrinsic to the way all your assets are handled - from ethical investments to the transparent structure of the trusts and foundations they support.
We can create socially responsible investment portfolios for you and help to see that all your assets receive the most favorable tax treatment to benefit your charitable objectives. We can also structure your gifts to encourage recipients to help themselves such as through micro-credit or venture philanthropy. Significantly, we can also help to set up foundations that will maintain your philanthropic purposes over the longer term.
Wealth with Responsibility
Dealing with significant family wealth can raise emotional tensions between the generations. You wish to pass on your assets to your heirs, but you also want them to accept the values and aspirations associated with your inheritance. Wealth with Responsibility addresses these issues in different ways in different countries.