The Edmond de Rothschild Group is with you at every step of your philanthropic project.
What is the first step?
There are many options available to successfully implement a philanthropic project. It isn't always easy to know where to start.
The Edmond de Rothschild Group will assist you during the exploratory phase by putting you in contact with experts in the field of philanthropy. They will provide upstream assistance to define your philanthropic project (cause, challenges, scope, resource level and involvement in the project) and set up a strategy.
We will also leverage our network to enable you to share the experiences of other philanthropists and specialists in the field. An understanding of different outlooks from the outset of a project can be very valuable.
In what wealth context?
Every philanthropic project fits into a given wealth context with specific concerns. They must be taken into account to select the right philanthropic structure. Given the complexity of these challenges, philanthropists find advice helpful when defining the parameters for their specific situation.
The Edmond de Rothschild Group provides you with the means to structure your project. Our acknowledged expertise and experience in wealth planning enables us to provide you with comprehensive, personalised assistance coordinated with your advisors (notary, attorneys, etc.).
How do I implement my project?
Legal, strategic and financial support is required when creating a philanthropic organisation. It is based, notably, on the resources available to implement the project, the tasks assigned to the future organisation and the governance choices made.
We provide you with our know-how and coordinate the various intervening parties to ensure the successful operational implementation of the philanthropic project.