High-Net-Worth Philanthropy
Give with purpose.
We help successful families and individuals structure their charitable giving for a lasting impact across generations.
Philanthropy is more than generosity — it’s a reflection of your values, legacy, and long-term vision.
For high-net-worth individuals and families, charitable giving can be complex. Whether you’re establishing a foundation, gifting through a trust, or simply wanting to give more strategically, Tupicoffs offers experienced, independent advice to help ensure your generosity makes a difference.
Our role is to ensure your giving aligns with your personal values, your family’s long-term goals, and your broader financial strategy — without compromising your lifestyle, future, or succession plans.
What Philanthropy Advice Entails
Strategic Giving Structures
We help you choose the most effective vehicle for your giving, whether it's a Private Ancillary Fund (PAF), charitable trust, making structured donations, or leaving a lasting bequest, the right vehicle ensures your generosity is both impactful and enduring. We help you navigate the options to match your goals with the most effective and flexible structures.
Tax-Effective Philanthropy
Supporting the causes you care about doesn’t mean compromising on tax efficiency. Our approach integrates philanthropy seamlessly into your broader financial and estate strategy, ensuring that every dollar works harder. This allows you to maximise your impact while optimising outcomes for your wealth and beneficiaries.
Legacy & Family Alignment
Philanthropy is often about more than giving. We guide families through value-driven conversations to ensure charitable goals are understood, shared, and continued by future generations. This ensures your giving reflects a shared vision, builds family unity, and creates a legacy that lasts well beyond your lifetime.
Independent Oversight
True philanthropy should remain free from bias or institutional influence. As independent advisers, we act solely in your best interests, providing objective oversight and trusted guidance. This ensures your philanthropic strategy remains aligned with your intentions, rather than shaped by external agendas.
Tailored Philanthropic Strategies for Lasting Impact
Every family's approach to giving is different. Some want long-term, structured involvement. Others prefer quiet, one-off contributions. We help high-net-worth individuals and families choose the approach that aligns with their values, tax strategy, and legacy goals.
Private Ancillary Funds (PAFs)
A popular structure for wealthy families who want to manage their giving over time. Offers tax benefits, investment control, and long-term engagement for children and successors.
Charitable Bequests
An effective way to make philanthropy part of your estate plan. We help you shape bequests that reflect your intentions and integrate smoothly with your Will and family trusts.
Philanthropy through Trusts
Charitable distributions from family trusts can serve both strategic and personal goals. We provide advice on tax-efficient structuring and intergenerational alignment.
Philanthropy in Practice
Effective giving requires more than good intentions. These insights explain how philanthropy fits into your broader wealth and estate strategy, ensuring your generosity creates lasting impact.
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A structured approach to giving that ensures your charitable efforts align with your long-term goals, family values, and financial plan. Rather than ad hoc donations, it ensures your generosity creates meaningful, lasting impact.
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Yes. Philanthropy can be seamlessly integrated into your estate plan, whether through bequests, charitable trusts, or Private Ancillary Funds (PAFs). This approach allows you to support causes you care about while ensuring tax efficiency and reinforcing your family legacy.
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Independent advice ensures your giving decisions are guided solely by your goals, free from product bias or institutional influence. With unbiased oversight, you can be confident that your philanthropy strategy is designed to maximise both impact and efficiency.
Giving is easy. Giving wisely takes experience. We help you structure your philanthropy to create maximum benefit — for you, your family, and the causes you care about.