Many of our clients believe that wealth comes with responsibility. In our experience, whether you donate your time, money, or experience, there are few decisions that are more personal and heartfelt. We believe your involvement should reflect your values and have a lasting impact.
- We provide strategic philanthropic strategies that enable you to make an enduring impact on your community and on future generations.
- We advise you how you can put your wealth to work in support of your preferred charity or cause
- Our advice recognises that how you give is just important as what you give
- We will evaluate appropriate gifting strategies, determine your needs, and create a comprehensive, efficient gifting plan
- You will have confidence over timing of your gifting, structuring and tax effectiveness to realise your vision