In chapter four, we will examine the rise of charitable giving to ESG causes, the blurring lines between philanthropy and investment and the rise of impact investing. Here we will touch on our latest data around the number of families choosing to establish charitable foundations and the important role it plays in connection with families in defining their legacy.
Our aim is to help both start, and evolve, the conversation, and in doing so take into account the priorities of the next generation in ways that will support a legacy’s sustainability and reflect their families’ purpose, values and sense of cohesion.
At Boodle Hatfield we have been supporting and advising our clients for 300 years, helping them to secure what matters most to them – the future of their family, the security of their assets, the continuation of businesses, the wider contribution they want their wealth to make to the community and other good causes, and the pursuits and interests they are passionate about. This is their legacy, and securing it is our business.