PhilanthropyWe can help you ensure your success and wealth will make a difference to those causes you feel passionate about.
Whether you are considering establishing your own charity, giving via a Donor-Advised Fund, or aligning your investments to support your philanthropic mission – also known as ‘impact investing’ – we are here to support you.
Effective philanthropy requires careful thought and planning. We offer practical support around your philanthropic goals – from helping you to decide how to structure your giving, to the legal, tax and financial implications of your philanthropy.
Today, a growing number of clients are asking us to design and implement a bespoke investment policy for their charity, where the assets themselves are used in a way that directly contributes to solving environmental and social challenges. Known as “impact investing”, this is an area in which we have significant experience.
How we helped a family structure its charitable giving and involve the next generation
We helped our clients identify a suitable charitable giving vehicle and to fund it tax-efficiently. We now manage their charitable assets in line with a mandate encompassing both financial and sustainability objectives. We also helped to involve the next generation more formally in the family’s charitable giving.
How we helped a family office manage assets for a multi-generational, international family
We are responsible for a range of services to a UK family office that has appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.
Practical Philanthropy podcast
Practical Philanthropy, hosted by Lyn Tomlinson, Cazenove Capital’s Head of Philanthropy and Impact, is the podcast where inspirational people speak about their experience of giving their money, their time and skills to have transformational effects on society.
To discuss your wealth management requirements, or to find out more about our services, please contact us below.