Join Ben Havard and Cerisse Fisher this December for a webinar exploring how the next generation's growing emphasis on philanthropy and sustainable investing is transforming the future of wealth management. Trusts such as charitable, purpose, discretionary and private trust companies offer flexible and effective vehicles to channel private wealth for public good. Trustees and advisors must balance fiduciary duties with impact goals, ensuring measurable outcomes. This shift from traditional giving to sustainable and accountable investment highlights the evolving role of trusts in advancing social and environmental change.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
Delegates places are interchangeable with colleagues from the same organisation.
Content
- The growing awareness of philanthropy and responsible or sustainable investing – a focus of the next generation and a consideration for trustees, regulators and private wealth advisers
- Considering the shift from traditional charitable donations towards measurable impact and sustainable investing
- Why trusts are an excellent vehicle for channelling private wealth towards public good
- The types of trusts that can work for philanthropic and impact purposes – charitable trusts, purpose trusts, discretionary trusts and private trust companies
- Balancing trustee duties and philanthropic structures/impact investing
- Strategies and considerations for trustees and their advisors
Book your space here.
