There are many individuals today who wish to develop, structure and ensure continuity for their philanthropic actions.

Our accompaniment in this domain can address various issues. First of all, L’Initiative Philanthropique offers individuals assistance in formalizing and structuring their philanthropic project. With our expertise in the field of philanthropy under consideration, we can present a selection of possible actions, philanthropic tools and potential beneficiaries.

Once the philanthropic effort has been chosen, our counselors, with the help of a specialized attorney, accompany the creation of the chosen legal structure, – foundation, endowment fund, organization – defining the mode of governance and the internal organization. We can draw on our expertise in private banking and wealth management for financial issues.

We can also assist in choosing, following-up on and analyzing philanthropic actions. Our involvement can concern the creation of tools for structuring donations as well as beneficiaries’ due diligence requirements.

Lastly, through the conception of custom-made training programs, we propose to increase donors’ awareness of developing family-based philanthropy, of the impact of philanthropic activity and of the possibilities for establishing partnerships with non-profit organizations.