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Philanthropy and socially responsible investing are now core considerations for many individuals, families and businesses. Our dedicated philanthropy team will work with a network of experts to assist you or your business to give more effectively and make a positive impact on issues that are close to your heart.
A philanthropic strategy to suit your objectives
Our solutions are tailored to your meet your personal objectives whilst ensuring they are tax efficient. For some clients, the creation and maintenance of philanthropic structures is part of a wider process of engaging the next generation in the responsibilities of wealth management and as a way of passing on family values.
For others, the focus is on ethical investments and positive social impact, whilst also generating a financial return. Hawksford can provide various structures in which to make such investments such as companies, funds or limited partnership vehicles.
Our services include:
- Establishing and administering the philanthropic structure or vehicle for investment including Charitable and non-Charitable Trusts, Charitable Companies, Foundations, Funds and Limited Partnership Vehicles
- Liaising with co-founders and donors to ensure clarity of purpose and commitment to objectives
- Liaising with external advisers and auditors
- Implementing policies and activities to achieve objectives
- Conducting interviews for senior appointments to the charity's management team
- Monitoring the charity's financial position and assessing long-term financial performance and sustainability
- Attending charity trustee meetings
- Communicating with regulators where required
- Enabling a person to bequeath his or her assets to a charitable cause following their death as part of their Will and Estate Planning
Our exceptional people
Global Head of Private Client Services
Darren is an experienced guardian when it comes to the assets and financial affairs for ultra HNW individuals and families. He has substantial experience as both a trustee and a director on complex trust structures, family offices and multinational companies, and has provided administration services for high profile and influential individuals, entrepreneurs and long established families with considerable private capital and varied business interests.
Head of Private Client Services Services - Asia
Instructed by entrepreneurs and wealthy families on their business and estate planning needs, Marcus has advised institutional trustees on their fiduciary and regulatory responsibilities and brings an exceptional level of legal expertise to the role of trustee.
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