‘PHILANTHROPY = the desire to promote the welfare of others, expressed especially
by the generous donation of money to good causes.’

People’s involvement in charities and philanthropy is growing and the concept of living legacies is appealing to many in our community.

There are important elements that require careful consideration and in many cases expert advice. The aspects of:

  • Taxation
  • Investment management
  • Trust structures
  • Funding and estate planning

These are all components of philanthropy and charitable giving that WealthPartners as your comprehensive financial advisory firm can help by providing you with guidance, confidence along with steps and structure.

The video below describes the importance and benefit of ‘giving’ whilst you are still alive.  Please click on the image below to view the video.

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