We understand your unique requirements.
We offer authoratative advice around charitable trusts, foundations and philanthropic funds.

Not for Profit

You are the experts in the not for profit space. We are the experts in financial management and wealth creation. Together we can work together to grow your trust or foundation to ensure your charitable work is maximised.

We are experienced in the structuring of philanthropic trusts and their ongoing investment strategies. We apply our objective based and direct investment philosophies to advise and manage not for profit investment portfolios, such as mid to large scale charitable trusts and foundations. We have several philanthropic trusts and community foundations among our clients.

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Book a face-to-face consultation with us to discuss your financial needs.