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.

Recent work

  • Pioneering the use of dual qualified charitable structures to ensure tax-efficient giving by US individuals resident in the UK. 
  • Establishing and overseeing the operation of substantial private grant-making foundations, working closely with leading advisers in the field of ‘performance philanthropy'.

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