Impact and Philanthropy

Giving is only one aspect of modern philanthropy.

Strategy, structure, and long-term involvement are others.

We help wealth owners define what their philanthropy should look like — and then build it. Whether that means establishing their own charitable structures, or working through existing organisations and platforms, we guide the full process and stay involved for the long term.

Efficiency matters. So do values, legacy, and the level of involvement a client wants to maintain. We help assess these carefully, and honestly.

In practice, this means

  • Setting up and administering charitable structures — including Swiss charitable foundations and foreign charitable trusts
  • Serving on boards and committees, and
  • Identifying initiatives and projects that match the client’s purpose.

Whether creating something new or strengthening what already exists, the aim is the same: philanthropy that is a genuine reflection of who the family is, and what they stand for.

Wealth Planning, Family, and Business Governance

Bring purpose and direction to your
wealth planning, family, and business
governance.

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Fiduciary, Trust, and Private Office

Create the structures you need to
bring clarity and cohesion to your
wealth and relationships.

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Strategic Consulting

Gain insights and advice to position your organization, strategically and confidently.

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