Philanthropic

An increasing number of affluent clients are establishing Philanthropic Trusts (Trusts established for the sole purpose of charitable donations) which have deductible gift recipient status. The purpose of these trusts is to allocate capital now for investment on behalf of those charities or causes they wish to support, now and in to the future.

We can provide assistance in the establishment of such a structure and the ongoing investment of funds in line with the objectives set for the Trust.