Charitable Trusts and Foundations

Managing Charitable Trust and Foundations is a great responsibility for all concerned. Whether you are a director of the trust, or appointed to invest the funds, the goals of the trust are paramount and everyone must pull together to achieve those goals.

Since commencing our business, we have been appointed as the financial adviser for a range of charitable trusts and foundations, some of which are household names. We understand the complexity that is often associated with Charitable Trusts and Foundations and the need to deliver and implement advice that is timely, professional and at all times confidential.

How we can help

Our purpose is to manage our client's wealth through the good and bad times; allowing our clients to focus on what’s important to them.

We view any assignment as a relationship that must be built on hard earned trust. We will take the time to fully understand the objectives of the Trust and the expectations from the assigned financial advisers. Our tendered submission will be tailored to the trust, comprehensive in substance and written in plain English.

We realise the significance of an on-going relationship that must meet rigorous standards. We will work with the directors (or assigned parties) to maintain a flow of information that will be timely and in a format that can be easily understood by all stakeholders.

Our in-house review process is one built on experience. We have a peer review process that will see two experienced and highly qualified financial advisers to oversee each investment portfolio.

Our business has systems and processes in place to monitor investment market events. We will have no hesitation communicating our recommendations as and when we believe that a change to the portfolio is required.

How to get Started

Feel free to call our office on 02 8220 7703 to have a confidential conversation as to how we may be able to assist to secure your financial future. You can also make an inquiry at our Contact Us page.