More and more successful families wish to use their wealth to make a positive difference to the world.
In years gone by, family philanthropy would typically have taken the form of a simple gift to charity, or possibly the establishment of a grant-making foundation in one country. But increased mobility means that many families now have connections around the world and this in turn requires a more sophisticated and performance-focused approach.
Today's philanthropists expect to maximize the value of their charitable investments. They are looking for maximum tax-efficiency to ensure that more of their money finds its way to the people who need it.
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With many decades of advising philanthropic clients behind us, we are well placed to assist clients in the formation of charitable trusts and foundations, and in the structuring of tax-efficient funding. We also advise on the governance and operation of the charitable structure, including issues relating to program-related investment and venture philanthropy. Increasingly we are helping clients to find the best ways of involving family members in its running.
Our team is used to operating across national boundaries and is particularly skilled in the formation of ‘dual-qualified' charitable structures, which can provide a contemporaneous tax deduction on both sides of the Atlantic for those who are subject to both UK and US tax.
Our client base of philanthropists includes individuals, family offices and grant-making organizations across the world. As a firm, we also act for a number of non-profit organizations in the UK, US and internationally, so we have an informed perspective on the issues arising for the recipient of charitable gifts, as well as the donor.
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Samantha Bradley
DD: +852 3711 1610
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Amelia Renkert-Thomas
DD: +1 203 974 0422
Clive Cutbill
DD: +44 (0)20 7597 6095
David A. Stein
DD: +1 212 848 9832
Stephen Liss
DD: +1 203 974 0390