We help successful individuals and families implement a professional approach to achieving their philanthropic goals.
We help you determine whether philanthropy should form part of your plan for living your life with purpose.
We help you to be philanthropic in a way that maximises both the benefit to the community and the fulfilment of the individuals involved.
From including next generations in your philanthropy discussions to strategies ensuring impact for the community, we understand best practice technical strategies, philanthropic structures, and regulatory compliance.
We bring practical and knowledgeable guidance to the table based on real-world experience gained from working with philanthropists and charitable organisations for many years.
As leading philanthropy advisers and advocates for giving, particularly in South-East Queensland, we advise significant public and private ancillary funds, some of whom have been independently recognised for their philanthropic efforts.
Our philanthropy services include:
|Your Values Helping you determine how philanthropy aligns with your personal values|
|Your Strategy Developing a philanthropy strategy to best support your values and goals|
|Your Giving Helping you understand how much you can afford to give|
|Your Investments Finding the most appropriate investments to match your charitable objectives|
|Tax Effective Giving Structuring your giving tax-effectively|
|Family and Compliance Facilitating philanthropic family and compliance meetings|
|Charitable Structures Providing ongoing advice for charitable structures, including acting as the trustee and responsible person for Private Ancillary Funds|