FIDUCIARY
Philanthropic Structures
Structured Giving for Lasting Impact
We help individuals, families, and corporates establish and administer their philanthropic structures aligned to their objectives – whether a charitable trust, a family foundation or a CSR initiative.
Choosing the Right Structure
We work with clients and their advisers to consider:
- objectives, beneficiaries and distribution policy
- governance, decision‑making and reporting
- cross‑border considerations and adviser coordination
- compliance, accounting and ongoing administration
Family Legacy &
Operational Support
Philanthropy can also serve as a powerful bridge between generations. We help families involve next-generation members through giving committees or advisory boards – promoting shared values, education, and responsible stewardship of wealth.
We support family governance around philanthropy, including participation of next‑generation members through committees or advisory arrangements.
Our support can include formation, registration/recognition where relevant, governance and reporting, and coordination of disbursements.
Our role spans the full lifecycle:
- Structuring and formation of trusts or foundations
- Securing charitable or tax-exempt status
- Acting as trustees or council members
- Managing governance, compliance and financial reporting
- Coordinating donation disbursements
At Bellerive we act as both stewards and facilitators of your philanthropic endeavors – taking care of the formalities while you focus on the impact and joy of giving.
