Philanthropy Advisors Geneva
Supporting High Net Worth and Ultra High Net Worth individuals and Swiss private banks with their philanthropy strategies.
Our philanthropy advisors in Geneva provide the most comprehensive, tailored and in-depth philanthropy support available, to major donors, foundations and financial institutions.
What makes us so different?
We always visit organisations that donors wish to support, regardless of where they are. We work in some of the most challenging environments on the planet. Currently we are working in Eastern Ukraine, Kramatorsk, and Southern Ukraine around Kherson, visiting local NGOs close to the frontline that are supporting civilians still living in the danger zones.
These tend to be smaller organisations with the flexibility to provide aid and extract wounded civilians in towns that are being shelled. So far we have directed over 300,000 euros to local groups and have been able to track those funds from the bank to the supplies purchased and on to the and the recipients that are benefitting.
We advise clients of private banks in Switzerland and beyond
We have strong networks in Geneva with private banks. Currently we are working with Julius Baer . They have extensive philanthropy services as well as having their own Foundation supporting NGOs globally.
Our core work
Building tailored major donor strategies that can achieve donors goals. Investigate projects and charities anywhere the donor wishes to support. We are one of the few companies that visit every project before recommending them to donors. We always carry out rigorous due diligence and we regularly travel to some of the world’s most challenging environments where the need is greatest.
Our aim is to seek out dynamic, innovative and impactful projects, enabling donors to invest in communities that need it most. Environmental and conservation initiatives are increasingly popular, and we have a designated consultant who specializes in this area.Our mission is to ensure the programmes donors support really do make a difference.
Our key charity criteria when identifying quality programmes are:
- Impact and response
- Value for money
- Sustainability
- Management
- Financial transparency
- Current/Past outcomes
- Outcomes for recipients
- What other similar organisations are doing in the area
- Political stability
Philanthropy Support – Our support to donors
- Discuss what individual donors or foundations want to achieve
- Identify what is and isn’t possible
- Develop an action plan
- Seek out projects that fit the donors criteria
- Carry out extensive due diligence
- Meet with the people that are being supported
- We encourage manageable risk if that helps achieve donors goals
- We will help donors establish a charity if that is the best path to take
- Confidentiality is our number one priority
For more information please Contact Us
Call + 44 (0) 20 7859 4701
