Philanthropy is an important opportunity to support a cause or community that you and your family deeply care about. It also forms a fundamental approach to funding vital work to the benefit of our loved ones, our society and our ecosystem.
Meanwhile, philanthropy also provides a profound sense of purpose and pleasure for donors themselves. As well as allowing a shared focus for your values to be brought to life, many of the decisions made also help shape family governance structures and can be a starting point for future generations to be brought into family financial decisions.
We join John Williams, head of wealth planning at Nedbank Private Wealth for a 30 minute webinar. They discussed the three key questions families should ask themselves at a time when the profile of philanthropy is changing.
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Should you require any further information, please contact your private banker who will be happy to discuss the topic of philanthropy with you in detail, based on your circumstances, in conjunction with our wealth planning team.
John heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).
John heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).
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Antoine de Saint-Exupery said “A goal without a plan is just a wish”, which is particularly relevant when we consider our financial goals and aspirations. John Williams, who recently joined us as head of wealth planning, highlights three areas where wealth planning can be particularly important.
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