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We can help you to create a legacy. We work with a varied international client base and their advisers across a diverse range of charity and philanthropy interests.
We have considerable experience in working with a varied client base and their advisers across a diverse range of charity and philanthropy interests throughout the world. With legislation allowing for both charitable and non-charitable trusts, Jersey can be an ideal location for the formation and administration of philanthropic structures and foundations.
Our solutions include:
- Legacy planning - a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death. These affairs are usually planned and organized by a financial advisor.
- Charitable trusts - irrevocable trusts established for charitable purposes and, in some jurisdictions, a more specific term than charitable organization.
- Charitable foundations - non-governmental entities that are established as non-profit corporations or charitable trusts, with a principal purpose of making grants to unrelated organisations, institutions, or individuals for scientific, educational, cultural, religious or other charitable purposes.
These services are available from the following jurisdictions:
Our exceptional people:
Here are some of our specialists that you can talk to about our private wealth services.
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