Philanthropic Planning offered by our Chartered Advisor in Philanthropy
Many affluent families have a sense of gratitude around someone or something that helped them get to where they are today. Perhaps it was a teacher, a mentor or an opportunity provided to them or their children. Philanthropic planning helps families get to the heart of what brings meaning and joy to their lives; to those places or causes to whom they wish to express deep gratitude. It then helps families transition from reactive charitable giving to the design and execution of a strategic philanthropic plan - from a sense of giving to the substantial satisfaction of giving back.
With a Chartered Advisor in Philanthropy in-house, we honor the inherent multi-disciplinary nature of philanthropic planning. As such, we advocate managing this planning through collaborative teams that include all of the clients' existing advisors.