Philanthropic and Charitable Trusts
Wynyard Park Private Wealth has developed extensive expertise and a strong track record in meeting the investment needs of a range of Australian Charities and Foundations, some of which are household names.
We take the time to understand the investment objectives of your not-for-profit board and are able to provide a wide range of services that are flexible and tailor-made to meet your needs. Our tailored service solutions are designed to provide all the reporting and administration services required to meet your obligations as trustees.
The Charities and Foundations we work with are able to draw on the expertise of our partner firm Australian Executor Trustees (a part of the IOOF Group) who have been the Executors of the estates of thousands of Australians for over 120 years.
Whether you are an existing charity, or are considering setting one up, we can assist you to ensure it’s success.
How to get started
We would be pleased to take your call on 02 8220 7703 to discuss your needs. Alternatively, please complete the form at our Contact Us page.
“I could not be happier with the team of advisers and the continuing support and management of our funds”
St Philips Church - St Philip's is the oldest Parish in Australia, together with the Parish of Parramatta. The first church was built in 1793. The current church is the third at the same site and was built in 1856
