Family and Succession

Purpose-led philanthropy

Giving strategy, foundations and impact reporting.

What's included

A giving strategy the family agrees on together.
Support for the family's foundations, coordinated through the same plan as the rest of the family office.
Impact reporting on what the family's giving supports.
A role for the rising generation in the family's giving.

The family's giving runs from the same plan, reporting and team as every other service.

Customer scenarios

This scenario is illustrative and does not describe a real client.

Scenario

Friends, schools and charities all ask, and each family member answers alone.

The situation: The family gives generously, but each person decides alone as requests arrive. Nobody can say what the family supports as a whole, and the younger members have no part in it.
What we would do: We help the family agree a giving strategy, give the rising generation a role in it and report on what the money supports.
Where it leaves the family: Requests are answered against a strategy the whole family agreed, and the younger members have a say.

Tell us about your family's priorities. Every conversation is private and carries no obligation.