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