We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
You want to put your energy, skills, resources and time into changing the world for the better. But effective philanthropy requires careful thought and planning. We can help with much of that process.
If you wish to start a philanthropic programme, or are already involved in one, several elements will be key to success. You will need to set clear objectives and decide on a strategy to meet these which will require expertise and knowledge about the causes you have chosen to support.
You will also need practical support and advice on the financial aspects including how you should structure your giving, and what are the legal, tax and financial implications of your philanthropy. This is one of several areas where we can advise you.
You will also need to consider how to invest the capital you have set aside for this programme so that it can fund the long-term income and capital spending requirements of your charitable projects.
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 supports their chosen causes. Known as “impact investing”, this is an area in which we have significant experience.
CASE STUDY
We speak to the founder of The Stone Family Foundation about his distinctive business-like approach to providing water and sanitation to communities in need. Moving away from traditional grant-making, the Stone Foundation works directly with local social enterprises to bring clean water to communities across the world. In this video John Stone talks to us about his vision to bring innovative and disruptive solutions to global issues.
CASE STUDY
We helped our clients identify a suitable charitable giving vehicle and fund it tax-efficiently. We now manage their charitable assets in line with a mandate encompassing both financial and sustainability objectives. We also helped formally involve the next generation in the family’s charitable giving.
CASE STUDY
We provide a range of services to a UK family office who have 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.
Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.
If you’ve built and managed a successful business, you’ll know the importance of planning.
There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?
Generating a regular and reliable income from your investments.
How many countries do you call home? How many currencies do you regularly spend in?
The management of your wealth requires specialist investment expertise. Our private client team, supported by the global strength of the Schroder Group, has the knowledge and experience to help you.
For full contact details, please view all of our global offices here or select your local office from the list below:
