Maximising the impact of giving

We understand your wish to make a contribution to society through philanthropic initiatives in a way that reflects your personal values.

TMF Group offers a range of bespoke services to achieve your goals in supporting social and community initiatives. We help create structures that facilitate donations to support a charitable cause or deliver your long-term philanthropic vision. 

Philanthropy strategy

Our philanthropy services start by sitting down with you, our client, and discussing in detail your goals for giving. This is the basis of the subsequent philanthropy strategy that we can help develop. We review your existing charitable activities and determine where on the horizon activities will be added, or aligned, to the developed strategy.

Donors may use an existing trust, or may want to establish their own charitable trust or foundation. Whichever way you choose to give, we can assist with the donation and investment strategy, including managing the fund and creating a tailored charitable giving plan. You establish the ethical parameters you wish to work within and remain involved in all the investment decisions. 

Our family business wealth specialists will work with existing advisers to support your philanthropy strategy from A to Z. We keep all parties informed of changes, both at a market and aspirational level, so the philanthropy strategy can stay true to your needs and fit for the long-term. 

Establishment and administration of foundations and trusts

We help our family business wealth clients with the establishment of foundations or trusts to facilitate philanthropy. But we don’t stop there - once the preferred structure is set up we make sure it continues to run smoothly.

For Foundations, we can carry out the role of a qualified member on the Council of Members, providing other members if required and acting as a guardian when appropriate. We administer the Foundation in line with the Charter and Regulations and help to make sure that management and control is exercised when required.

We facilitate that our clients receive timely and relevant information that allows them to evaluate the impact of their endowments while considering whether further funding of any given initiative should be continued. We also prepare the financial accounts of the Foundation along with any bespoke reporting.

When it comes to legislative obligations, we’re able to take on the burden of filing all required returns and declarations, including tax preparation and filing and regulatory reporting.

Why work with us?

Our family business wealth team is committed to delivering service excellence. We build long-term, trusted relationships with each of our clients.

Our family business wealth services leverage all of TMF Group’s global core capabilities.

  • Unrivalled independent global team and footprint.
  • Unrivalled multiple service offering to create unique solutions to meet the complex needs of our clients.
  • Dedicated client relationship management that facilitates a personal and specialised service, to both clients and their professional advisers.
  • Expertise of our people and freedom to innovate, so we best serve our clients’ interests.

Our client base is diversified and includes Ultra High Net Worth Individuals, entrepreneurs, asset managers, multi-national families and their private offices.

Find out how we can help you, speak to our experts.

We deliver tailored solutions to each precise location which allow you to operate smoothly from day one.

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Case Studies

We have happy clients around the world, that we have helped to grow and to streamline their operations.

View our case studies