Public Trust Services

Charitable Trust (Foundations, Charities and Endowment Trust).

Leaving a lasting legacy requires a structure. We take on various services for our charitable trust which include the set-up, management and administration of Foundations, Endowments and Charities.

Our specific roles as Trustees / Managers include:

Set-up and legal documentation
Educating the public on the activities of the Foundation/Endowment
Cash management & investment services
Supervising management & accounting processes
Acting as Collection Agents
Acting as Paying Agents, thereby serving a direct link to beneficiaries and projects
Structuring an enduring Foundation/Endowment Fund Structure
Investment Policy Formulation & Implementation
Setting up Operational Procedures/Standards
Ensuring that selected investments achieve the key requirements for the success of the Foundations/Endowments, such as adequate funding to meet set objectives, preservation of principal, preservation of real value with good inflation-adjusted returns and maintenance of liquidity

Benefits of Charitable Trust:

Leave a lasting impact on society
Structured philanthropy.
Professional oversight over the distribution of funds to charitable organizations.
Ensure charitable goals are achieved
Provide consistent financial support to organizations or causes you care about

Our expertise ensures:

Effective utilization of resources
Compliance with trust deeds, market regulations and applicable laws
Protection of beneficiary’s interest.

Would you like to connect with an expert?