Philanthropy
From the first articulation of intent through to disciplined oversight of granted capital. Philanthropy planned and administered with the same rigour as any fiduciary mandate.
We help our clients realise their charitable visions and strategies through considered philanthropic planning and hands-on implementation.
This begins with a clear articulation of intent: what the family wishes to change, over what horizon, and with what degree of family involvement across generations. From there we advise on vehicle (public benefit foundation, private foundation, donor-advised arrangement, or direct grant-making) and on governance.
Beyond structuring, we assist clients in monitoring charitable projects to ensure the proper and efficient use of donated funds. Grant agreements, reporting cadence, and measurable outcomes are drawn up with the same discipline we apply to commercial mandates.
Our partners chair a number of charitable foundations and non-profit organisations personally. Philanthropy is not a peripheral service for us; it is a practice we live.
The best philanthropy is indistinguishable in discipline from the finest fiduciary work.
Scope of the mandate
Vision articulation
Structured conversations that translate personal values into a written philanthropic charter.
Vehicle selection
Advice on the appropriate legal vehicle (foundation, DAF, or direct grant) for the family's jurisdiction and goals.
Governance design
Board composition, successor planning, and decision-making frameworks that endure across generations.
Grant oversight
Monitoring of grantees, reporting, and outcome measurement to ensure capital is used as intended.
Discuss this mandate.
A first conversation is always private, without obligation, and held in person or at our office in Zurich.
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