Whether engaging with a small family foundation or large grant-making trust with significant assets, CBFO assists clients with many different charitable initiatives and their specific requirements. Setting up long-term philanthropic projects require a entirely different expertise to managing accounts at private banks.
CBFO supports clients with charitable objectives by providing a formulated investment strategy, technical advice, operational management and the presentation of strategy initiatives. Even smaller philanthropic projects can be challenging to manage once established. CBFO can support clients in managing and monitoring philanthropic projects and in the selection of existing philanthropic projects to support. We have a team of experts in philanthropy who are experienced in careful planning, effective communication and efficient administration.
Beyond serving as Trustees of charities, CBFO can assist with the creation and registration of various international charitable structures, preparation of all Trustee-board and committee papers, assessment of applications for Trustees, bookkeeping and preparation of annual accounts as well as charitable regulatory and compliance work.