Philanthropic Services
Cuthberts has the key to your family’s success.
We help families develop donation strategies and create and oversee family foundations and charitable funds.
Philanthropy isn’t just a means to help others, it’s a powerful tool in a Family Office’s investment strategy.
We help families solidify their brand value and unlock tax benefits for their businesses and family stakeholders.
A successful philanthropic strategy aligns perfectly with the purpose of the Family Office.
We help families navigate and decide on the issues they wish to help solve, while building a lasting legacy for the whole family.
Philanthropic donations can bring numerous tax benefits when executed correctly. We help clients plan with this in mind, creating ancillary funds and maximising tax deductions.
How we can help
We provide the strategic advice to help you succeed in:
- Helping to define the mission and governance for philanthropy
- Identifying causes, charities, organisations and projects to support
- Conducting due diligence on identified organisations
- Managing and overseeing donation and grant agreements
- Reviewing and advising on current giving portfolio
- Monitoring donations and financial reports
- Tax planning
- Facilitating discussions on how to get the family involved.
- Where required, the set-up of charitable structures.
Cuthberts is the missing piece in your success story. Talk to us today.
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Family Office Services
Family Office Foundation is your launch pad to integrated family, company and private wealth.
Our Family Office Foundation package provides an entry-level solution designed to meet the specific needs of successful families. We provide a simplified process with the aim of setting your family up for the future.