Philanthropy and Socially Responsible Investments


Being wealthy can often bring with it a heightened social conscience, as well as social expectations and underlying pressure of giving money to charity.

With our support, we can help you and your family:

Make strategic and informed judgements on when and where to make charitable and social investments wisely, bringing you the same sense of control and impact that you experience from your business decisions.

Analyse your existing patterns of private charitable support and offer guidance on how to give more strategically.

Create charitable legacies for future generations to be proud of.

Plan your charitable giving in the most tax effective way both within your lifetime and in inheritance planning.

Thread your charitable attributes and social consciences through your own businesses advising on Corporate Social Responsibility (CSR) strategies.

Set up endowments and foundations to allow charitable donations to your favoured cause(s) to continue your charitable wishes in perpetuity.

Understand and engage in Socially Responsible Investing (SRI) allowing you to make ethical investments into companies, organisations and funds with the intention to generate a measurable, beneficial social and/or environmental impact.