Supporting many of the world’s leading families and wealth creators across generations and geographies

where we work with families to achieve their philanthropic goals

It's both a multi-stage and continuous process.

We place specific importance.

on the strategy involved developing a

purpose for their giving

the coordination implementation and execution

of the entire process governance and

oversight to all stakeholders the management

of investment assets.

Within a specific mandate and regularly reviewing the

entire process.

The one step should be considered in isolation. However, purpose

and strategy a crucial

parts of the process. We acknowledge that philanthropy is

a highly personal matter of clients. What's right

for one family may not be right for the other establishing an

approach for the families to follow is a key

part of the process and ensuring that all parties Buy in

It's very important as well once established.

We find clients often want to be able to quantify.

The impact of their giving this is vital as well.

Because it helps establish how well the purpose

is being achieved.

Stonehate Fleming. We have a wealth of experience in guiding

and supporting clients in the not-for-profit sector

our family governance team.

Is able to formulate strategic approaches?

And help facilitate engagement with the process across the

family our wealth planning and law teams.

Are able to design efficient structuring thereafter.

the family Office Team

can help coordinate the implementation of the

steps.

And in many instances the investment management team

is appointed.

To safeguard and invest the Assets in accordance with

a specifically selected suitable mandate.