Philanthropy is an increasingly important part of private wealth management.
More and more families want to use their influence and resources to make a difference in the world in which they live and work and are choosing to engage in charitable and philanthropic endeavours.
Our dedicated philanthropy team can assist you in establishing the right structure for your needs, and administering it effectively, ensuring the most efficient philanthropic strategy.
With our director-led, client-centric approach, extensive expertise, and trusted network of leading lawyers and tax advisors, we help clients fulfil their philanthropic aims and vision, ensuring their charitable goals are met, whether that be during their lifetime or as part of their legacy.
Our philanthropic services include:
Guidance and Establishment
We help founders and donors gain clarity on their aims and how they want to utilise the structure. The right type of structure for families differs in line with specific aims, and so we provide bespoke structures to ensure that their philanthropic initiatives are both effective and aligned with their values, ultimately maximising the positive impact they can make in their communities and beyond.
Liaising with founders and donors
We continue to liaise with the founders and donors, as well as auditors and external advisors, to achieve a consistent mission and message and a commitment to your charitable objectives.
Administration of philanthropic structures
We provide full-service administration of philanthropic structures, including charitable and non-charitable trusts, charitable companies and foundations.
Management of distribution of trust assets
We manage any distributions of trust assets to beneficiaries and / or other related parties, including trust winding up as well as in-life trust distributions.
Provision of foundation members
We will provide one or more directors to act as council members in accordance with the foundation charter and relevant foundation law.
Investment monitoring
We will monitor your philanthropic structure’s financial position and assess the long-term financial performance and sustainability.
Why Jersey?
The Jersey trust is a highly flexible, bespoke structure that can be adapted to meet different philanthropic objectives. Trusts Law in Jersey allows for the establishment of trusts with both charitable and non-charitable purposes, along with trusts established for aims that are a mix of personal and philanthropic.
The Jersey foundation is also extremely flexible for structured giving, as philanthropists can be involved in the administration of the foundation and the make-up of the foundation can be easily amended. The foundation also offers a good balance of transparency and confidentiality, allowing it to seamlessly evolve through family generations.
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Speak to our Private Client experts
Get in touch with our team to find out how we can assist
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26 June 2024
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Chris Mourant, Associate Director in Private Client won 'Trustee of the Year - Director' at Citywealth's Future Leaders Awards 2024
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