Philanthropy belongs at the heart of Wealth Management
We provide dedicated and tailored professional support to Wealth Intermediaries wishing to accompany their clients in achieving their Philanthropic goals.
Upholding the principles of “Good for Business and Business for Good” we help you play an active role in supporting your clients in making this a better world, whilst organizing their Philanthropic activities with sound wealth planning structures, succession planning considerations and with the diligence and oversight of trusted wealth management advisors.
Enhancing your service offering
We provide dedicated and strategic support to Swiss based financial intermediaries from independent asset managers to family offices & trust companies to enhance your wealth management and planning services to include Philanthropy.
Tailored to your needs
Our extensive experience in Swiss Private Banking and with Financial Intermediaries allows us to fully understand and cater for the growing needs of financial intermediaries and wealth planners in integrating Philanthropy in their offering to the HNW and UHNW clients.
Aligned to your industry
We work alongside you and dedicated relationship managers in full discretion and in respect of your internal regulations and requirements to enable you to enhance your firm’s professional service offering to clients to include Philanthropy Advisory Services.
