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Giving
Philanthropy and
Charitable Giving
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Maximise your potential
Private Office

Philanthropy and Charitable Giving


If you have charitable intentions, we can help you put together the right strategy that will not only benefit your chosen cause, but that may also achieve the right tax outcome for yourself.

More specifically, we can help you with:

  • The decision on how and when to give for maximum impact and tax-effectiveness;
 
  • Tax-effective giving structures (such as charitable trusts) that you can put in place now or through your will;
  • Investment and asset allocation advice in relation to your charitable trust.



“WE HELP OUR CLIENTS MAXIMISE THEIR POTENTIAL AND ACHIEVE FINANCIAL SECURITY.”
Maxim Private Office