At Hewison Private Wealth, we believe in the power of giving back. So much so we created our own Hewison Foundation in 2015 with the purpose of supporting people to build a better life for themselves and their communities.
Our Philanthropy Services are designed to help you create a lasting impact through strategic, purposeful giving that aligns with your values and goals. Whether you’re looking to establish a personal legacy, support causes close to your heart, or involve future generations in philanthropy, we offer tailored solutions to ensure your charitable efforts make the greatest difference.
Our approach to philanthropy is centred on creating a clear strategy that integrates seamlessly with your broader financial objectives. We take the time to understand your personal values, interests, and long-term goals to craft a bespoke philanthropic plan that enhances both your legacy and the causes you care about. From establishing private foundations to providing ongoing charitable guidance, we ensure that your philanthropic journey is impactful, efficient, and aligned with your vision.
Private Foundations & Charitable Trusts
We assist in setting up and managing private foundations and charitable trusts that provide you with both control and flexibility. Whether you want to make direct grants, support specific projects, or establish an ongoing family foundation, we ensure the structure is tailored to your unique needs and provides maximum impact for the causes you’re passionate about.
Private Ancillary Funds (PAFs)
For those seeking a structured, flexible approach to their charitable giving, we provide expert advisory services on Private Ancillary Funds (PAFs). PAFs are a popular choice for high-net-worth individuals and families who wish to establish their own charitable vehicle while enjoying tax-effective benefits.
We guide you through the entire PAF setup process, from structuring the fund to ensuring compliance with regulations. Our team works closely with you to tailor the PAF’s investment strategy and grant-making objectives, ensuring that your charitable goals are met in the most impactful and efficient manner. Whether you’re focused on community development, environmental sustainability, or education, we provide the expertise to manage and maximise the impact of your PAF, while ensuring tax compliance and transparency.
Enhancing Public Ancillary Funds Philanthropic Impact Through Strategic Investment Management
In addition to structuring and advising on private foundations and philanthropic giving strategies, we also provide end-to-end financial advisory and investment management services for Public Ancillary Funds (PuAFs).
Through our independent, conflict-free model, Hewison Private Wealth acts as a trusted partner for PuAF trustees—helping them meet compliance obligations, preserve capital, and maximise the long-term impact of their granting programs.
Our services for Public Ancillary Funds include:
Tailored Investment Strategy
We construct diversified portfolios aligned with the fund’s risk profile, distribution requirements, and long-term philanthropic objectives.
Active Portfolio Management
Our investment committee applies rigorous market analysis and oversight to ensure PuAF assets are prudently managed and aligned with the fund’s mission.
Governance & Advisory Support
We provide ongoing strategic guidance to trustees, ensuring that investment decisions meet both fiduciary obligations and regulatory requirements.
Transparent Reporting
Our reporting solutions provide trustees and donors with full visibility into performance, allocation, and compliance.
Impact Investing
Philanthropy is not just about giving—it’s about creating change. Through impact investing, we help you channel your capital into investments that deliver both financial returns and measurable social or environmental impact. By integrating purpose-driven investments into your portfolio, you can generate wealth while actively contributing to the world’s most pressing challenges.
Legacy & Succession Planning for Philanthropy
We believe that philanthropy is an enduring legacy that can be passed down through generations. Our legacy planning services ensure that your charitable efforts continue for years to come. We work closely with you and your family to structure your philanthropy in a way that involves the next generation, teaching them about the power of giving back while securing the future of your charitable initiatives.
Tax Efficiency & Compliance
Effective philanthropy requires strategic tax planning. Our team works to ensure that your charitable contributions are tax-efficient and compliant with the latest regulations. We advise on tax-deductible donations, structuring charitable entities, and creating a tax-efficient giving strategy that aligns with your wealth management plan.
Who We Help
Our Philanthropy Services are designed for individuals, families, and business owners who are committed to making a difference. Whether you are starting your philanthropic journey or expanding your current giving, we provide tailored services for:
- High-net-worth individuals and families looking to create a lasting impact through strategic giving.
- Business owners seeking to incorporate philanthropy into their wealth and succession plans.
- Foundations and trusts looking for expert guidance and management of charitable assets.
- Clients interested in establishing or managing Private Ancillary Funds (PAFs) to maximise their charitable impact.
Why Philanthropists Choose Hewison Private Wealth.
Tailored Philanthropy Strategies
Customised giving plans that align with your personal values and objectives.
Comprehensive Support
From foundation management to legacy planning, we provide end-to-end philanthropic solutions.
Tax-Efficient Planning
Structuring donations and philanthropic vehicles to optimise your giving and minimise tax impact.
Family Involvement
Involving future generations in your philanthropic legacy through strategic planning and education.
PAF Advisory Expertise
Guiding you in establishing and managing Private Ancillary Funds, ensuring tax compliance, effective grant-making, and long-term impact.
Start Your Philanthropic Journey Today
Hewison Private Wealth is here to help you navigate the complexities of charitable giving. Speak with one of our expert advisers today to discuss how we can help you create a philanthropic strategy that aligns with your values and leaves a meaningful legacy for future generations.