We support philanthropists and their families, companies, their shareholders and leaders, foundations, associations and project leaders at each stage of their reflections. We deliver tailor-made training, advice immediately applicable to their daily challenges. We are involved alongside them for the success and sustainability of their projects.
A lawyer since 1995, Delphine has devoted her practice for more than 15 years to philanthropy, social entrepreneurship and the exploration of new economic and societal models. A recognized expert, she accompanies and advises wealthy families, entrepreneurs, institutions and project leaders.
In addition to her practice, Delphine is a board member for several foundations and associations. As an Academic Fellow, she teaches at the University of Geneva Centre for Philanthropy and also regularly delivers corporate trainings.
We offer over 15 years of passion and experience.
Our expertise is constantly kept up to date, both in our own fields of knowledge and in our clients’ fields of activity. We are involved in research and academics and regularly give trainings and conferences in Switzerland and abroad.
As a Boutique-Law Firm, we are personally involved at your side. At your request, we carry out all formalities with the authorities. Should your project require a multidisciplinary team, we help you build and coordinate it.
We are committed in our heart and mind and act with integrity, loyalty, reliability and professionalism. We make an environmental and societal pledge.
We are committed to offering you effective services, providing concrete answers to your questions and allowing you to adopt the practices that best suit your profile.
We are at your disposal to build your project
We accompany them in the transmission of their family legacy and their deep rooted values.
Establishing family governance is a complex process in which it is essential to ensure the involvement of each of the members concerned and the consideration of their needs in order to achieve sustainable solutions. We accompany you throughout this process by placing your family values at the center of the reflections.
We work closely with you to understand your needs and together create the approach that matches your values and engagement goal. We can call on our international network to recommend suitable partners and projects.
By understanding your values and your selected areas of action, we advise you on the most appropriate way to formalize your donations and make accurate projections as well as pay attention to your tax and estate planning.
Over the long term, we support you in expanding, structuring and sustaining your philanthropic portofolio.
We advise you on the creation of a donor advised fund by identifying with you the most appropriate structure and organization and by ensuring that the legal documents comply with your vision.
We support you at every stage of setting up a charitable foundation, either as the vehicle for your family’s philanthropic action or as part of a venture philanthropy approach.
We work in partnership with advisors of wealthy families (banks, family offices, lawyers, notaries, etc.) and intervene to complete their activity on these specific subjects. We also provide tailor-made training for them.
We are at your disposal to build your project
We support them in establishing their governance and anchoring their expertise on a daily basis and at each decisive step. We can handle legal, tax and administrative issues they may encounter.
We support you at every step of the creation of a charitable foundation: grant-making or operational matters, venture philanthropy, "family", corporate or shareholder foundation. Our expertise covers all types of foundations, whatever their profile, size and field of activity
We advise you throughout the life of the association on all governance issues and during major changes. At your request, we also audit your organization and give recommendations to improve your practices.
We help you develop the vision of the association and anchor it in its projects to become an agent of change.
We increase foundation boards’ awareness on Best Practices and design tailor-made training to meet your specific needs.
We negotiate and draft all necessary legal documents related to donations and partnerships between institutions or philanthropic public-private partnerships.
We determine the roles and expectations of each of the partners to enable the project to achieve its objectives and ensure its sustainability.
We support you in all transitions, mergers and dissolutions.
Upon your request, we attend board meetings to directly answer your questions and allow quick and confident decision-making, in line with the legal framework and good practices.
We are at your disposal to build your project
We advise associations and their members on all strategic, legal, tax and governance matters. Aware of the economic and structural challenges they face, we develop specific consultation formulas to meet their needs in a practical and concrete way.
We accompany you in the setting up of the association and carry out all necessary administrative procedures.
We advise you throughout the life of the association on all governance issues and during major changes. At your request, we also audit your organization and give recommendations to improve your practices.
We intervene with the Tax Administration so that your association benefits from a tax exemption and preserves its status throughout the evolution of its activity.
Should you have a concept for the common good and hesitate on the most relevant legal structure to achieve your objectives, often on the border between profit and non-profit, we help you structure your project in compliance with the applicable legal and tax provisions.
We help you develop the vision of the association and anchor it in its projects to become an agent of change.
We are at your disposal to build your project
We believe in governance as a driver of business transformation and societal evolution. We support companies of all sizes in their creation and transformation towards a new model integrating their vision and mission. We enable them to activate levers available at the most appropriate level(s) to achieve their objectives: profile and quality of the shareholding, legal form, governance, management..
We place your project at the center of the most appropriate structure to achieve your objectives in line with your values :
Active ownership, holding foundations, steward-ownership: we accompany you in your reflections on the ownership of your company to ensure a long-term vision and the transmission of your values.
We support you in integrating the vision and mission of the company into its governance in a tailor-made approach.
When it suits the DNA of your company, we create and moderate a Mission Steering Committee specifically adapted to your company in its composition and role.
We accompany Boards of Directors and also act as an independent director.
We accompany you in the transformation of the executive power within your company and increase your awareness to alternative organizational models, in alignment with your vision.
Should you seek about a certification for your company (BCorp, ISO or other), we accompany you in your reflections for the best solution and throughout the certification process.
We are at your disposal to build your project
With more than 25 years of professional experience in business consulting in the private sector, then at the head of an NGO working in the field of development through education, Véronique Favreau provides informed support through her pragmatic experience with public and private organizations (especially associations and foundations) and her knowledge of the issues in the field of philanthropy.
Bettina Ferdman is an entrepreneur and an expert in social commitment. She structures, develops and accompanies large companies as well as project leaders who want to push the boundaries and create a positive impact for themselves and society. She is a pioneer of CSR (Corporate Social Responsibility) in Switzerland, having created in 2000 the first structure in Switzerland to imagine partnerships between large committed companies and associations, the Philias Foundation. Bettina is an IDC certified coach, a start-up administrator and a renowned speaker.
