What is it about?
Our financial and wealth advice extends far beyond helping you and your family manage your wealth. At the core of PPWM values we also believe in the gift of giving. Our philanthropy service helps with strategic advice to support our compassionate clients, their families and businesses through charitable giving.
We work with you to identify where your philanthropic passions are, how much you wish to give and how to start. We also help to work through the challenges as well as a range of strategies, for example to identify:
- Your vision
- Your plan & implementation
- Best structure
- Level of involvement
- Employee/family engagement
- Tax optimisation
- Investment advisory
- Distributions
- Establishment & administration of charitable trusts
- Financial compliance
- Administration
- Managing investment portfolios within trusts
- Legacies
Want to be financially free?
Let us help you get there!