At significant moments in their lives, such as the sale of a business, retiring from professional life, or receiving an inheritance, many clients are confronted with important issues about the transmission of wealth from generation to generation, maintaining a coherent family attitude towards a joint project, or a desire to give back to society some of what it enabled them to acquire. The answer to these individuals’ or families’ questions can sometimes be found in philanthropy.

Our company can propose twofold accompaniment. When a client’s desire to get involved with philanthropy has been established, our consultants can, at the request of intermediaries, accompany their project, all the way from formulating their intentions to structuring a completely operational philanthropic action.

In addition, insofar as private banks and family offices are currently facing rising demand from their clients for philanthropic advice, we offer a broad range of services. First of all, we can assist them in better understanding their clients’ needs, thanks to our specific training programs aimed at those who are in contact with potential philanthropists. We can also accompany the establishment of philanthropy services or a dedicated department. Conceived as tools of strategic reinforcement of client relations, these services are a source of new opportunities in terms of contacts.