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> Experience > Sectors and focus areas > Philanthropy > Ways you can give > Family business giving

Family business giving lawyers

Family businesses have a range of options for arranging how they donate to charity. Our highly-experienced team of lawyers can support your company in navigating the specific challenges of organizing family business giving and private philanthropy.

If you created wealth via a family business you have a range of options available to help you give to charity – we like to think of it as a spectrum.  You might want to stay flexible and give directly to charities, or you might want to create a corporate foundation which will give you structure and can allow you to involve employees in an advisory capacity on a foundation board.

We are experienced in helping you navigate the particular challenges in organizing family business giving and private philanthropy.

Track record

Advising the World Wildlife fund and other charities in a will dispute

We represented the charities who successfully argued that English law governs the validity of a will dealing with English immovable property (the first judicial approval of the rule in Dicey). The court also held that England rather than Alabama is the appropriate forum for the dispute, despite the testatrix's nephew, Mr Clark, having obtained letters of administration in Jefferson County, Alabama

Charitable and non-profit entities

Creation and ongoing representation of charitable and non-profit entities, including public charities, private foundations, and charitable trusts (charitable remainder trusts and charitable lead trusts).

Non-grantor charitable lead annuity trust

Assisted an ultra high net worth individual with his charitable endeavors and continued support of research at an elite education institution.  We worked with the individual to establish a non-grantor charitable lead annuity trust, a technique that also incorporated beneficial tax planning for our client.

Charity of international sportsman

Assisted a well-known international sportsman with the creation of an Italian charity to support philanthropic projects and fundraising events in Italy.

Worldwide philanthropic activities

We advised a Middle Eastern family who were actively engaged in philanthropic activities around the world. We created a Jersey based charitable foundation to focus the families's activities.

Charity trust pension

Advised a large charity-sector master trust pension trustee on ways in which it could adapt and improve its business model in light of changes in the pensions legal and regulatory arenas, as well as changes in the requirements of, and challenges faced by, charitable employers.

Well-known UK charities

Advising several large, well-known, UK charities in relation to their pension obligations, including in the context on a transfer of former public sector employees under a business sale, and in another case, how a regional branch office might manage its risks and liabilities in relation to a final salary pension scheme in which it participated for non-associated employers in the voluntary sector.

SSAFA, the armed forces charity

Acting for SSAFA over several decades. We were on hand to advise when the charity went through a redundancy exercise and TUPE transfer in Germany. We successfully negotiated when two senior executive roles were terminated, alongside more junior members of staff, one of whom brought a disability discrimination claim. We also advised an Employment Tribunal in the UK over whether the charity could be held liable for an allegedly discriminatory decision taken by the MOD, securing a ruling in our client's favour.

Association of NHS Charities

The Association of NHS Charities is the voice of NHS Charities through England and Wales, and works to represent and support the interests of these organisations as well as offering a network of support. Withers acted on the Association's behalf in preparing the Department of Health's guidance for the deregulation of NHS Charities.

Worldwide philanthropic activities

We advised a Middle Eastern family who were actively engaged in philanthropic activities around the world. We created a Jersey based charitable foundation to focus the families's activities.

Advising the World Wildlife fund and other charities in a will dispute

We represented the charities who successfully argued that English law governs the validity of a will dealing with English immovable property (the first judicial approval of the rule in Dicey). The court also held that England rather than Alabama is the appropriate forum for the dispute, despite the testatrix's nephew, Mr Clark, having obtained letters of administration in Jefferson County, Alabama

Charity of international sportsman

Assisted a well-known international sportsman with the creation of an Italian charity to support philanthropic projects and fundraising events in Italy.

Worldwide philanthropic activities

We advised a Middle Eastern family who were actively engaged in philanthropic activities around the world. We created a Jersey based charitable foundation to focus the families's activities.

Well-known UK charities

Advising several large, well-known, UK charities in relation to their pension obligations, including in the context on a transfer of former public sector employees under a business sale, and in another case, how a regional branch office might manage its risks and liabilities in relation to a final salary pension scheme in which it participated for non-associated employers in the voluntary sector.

SSAFA, the armed forces charity

Acting for SSAFA over several decades. We were on hand to advise when the charity went through a redundancy exercise and TUPE transfer in Germany. We successfully negotiated when two senior executive roles were terminated, alongside more junior members of staff, one of whom brought a disability discrimination claim. We also advised an Employment Tribunal in the UK over whether the charity could be held liable for an allegedly discriminatory decision taken by the MOD, securing a ruling in our client's favour.

Association of NHS Charities

The Association of NHS Charities is the voice of NHS Charities through England and Wales, and works to represent and support the interests of these organisations as well as offering a network of support. Withers acted on the Association's behalf in preparing the Department of Health's guidance for the deregulation of NHS Charities.

Our team

Roger Waite

Roger Waite

Partner | London

Roger Waite

Partner | London

Charities

Stacy Choong

Stacy Choong

Partner | Singapore

Stacy Choong

Partner | Singapore

Private client and tax

Yee Hoong Chua

Yee Hoong Chua

Partner | Singapore

Yee Hoong Chua

Partner | Singapore

Private client and tax

Alana Petraske

Alana Petraske

Partner | New York

Alana Petraske

Partner | New York

Charities

Michelle Chow

Michelle Chow

Consultant | Hong Kong

Michelle Chow

Consultant | Hong Kong

Private client and tax

Alison Paines

Alison Paines

Consultant | London

Alison Paines

Consultant | London

Charities

Amy Carter

Amy Carter

Senior associate | London

Amy Carter

Senior associate | London

Charities

Emma Flower

Emma Flower

Senior associate | London

Emma Flower

Senior associate | London

Charities

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