Philanthropic Advisory & Art Expertise

Wealthy individuals and families often have a strong commitment to “giving back” in a range of different ways – whether by supporting the local neighborhood, a treasured alma mater or society at large. We have helped many clients establish philanthropic foundations or funds to realize their philanthropic goals.

We can incorporate your philanthropic pursuits directly into your overall wealth strategy. Philanthropy can form an intrinsic component of your overall financial portfolio – from ethical investments to the transparent structure of the foundations they support. We can create socially responsible investment portfolios, and can ensure that your assets receive the tax treatment most beneficial to your charitable objectives. We can also structure your gifts to encourage the recipients’ own involvement – such as through micro-credit or venture philanthropy. Through our Trust Administration Services we can help to set up foundations that will maintain your philanthropic purposes over the longer term

Art Expertise

In some regions we have locally based experts to help you with a range of expertise and services around art:

• Art Research: analysis, valuation, documentation 
• Buying & Selling: market analysis, price consulting, representation of interests, e.g. in foundations, auctions houses and museums, private sales
• Administration & protection: information about collection-software and issues of conservation, expert contacts
• Art Lending
• Estate planning: valuation, cataloguing, advise donating or setting up your own art foundation
• Conception: collection concept, contact with museums and institutions