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The who, what and how of philanthropy post the pandemic

Mary Humphreys of Nedgroup Trust joined John Williams in a 30 minute webinar to talk about the who, what and how of philanthropy and how the pandemic is shaping clients’ changing approaches.
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Published 4 November
30 mins

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.

Mary Humphreys, senior manager at Nedgroup Trust, joined 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.

Should you require any further information, please contact your private banker or Nedgroup Trust relationship manager 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.

 

Or if you wanted to find out more about how Nedgroup Trust, or Nedbank Private Wealth, can help you plan and structure your wealth for your family, for future generations and to the benefit of the broader society, please get in touch using the links to the forms towards the end of this page.

about the presenters

John Williams

John Williams

John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial 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 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.

Mary Humphreys

Mary Humphreys

Mary joined Nedgroup Trust in 2020 as a senior trust manager. She has been in the industry for 16 years, having started her career at KPMG. She has progressed through the ranks from assistant administrator through to senior trust manager, and now runs her own complex portfolio of clients. Mary also publishes a wide variety of articles.

 

She completed her STEP Diploma in 2012 and went on to gain recognition by attaining the STEP Certificate in Foundation Law and the STEP Advanced Certificate in Trust Disputes, both of which she passed with distinctions.

Access more of our webinars

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Mary Humphreys and Marcus Prevel of Nedgroup Trust discussed the use of trusts by families in today's world, and how wealth structures can help the transfer of assets across generations.

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David McFadzean was joined by Tom Caddick as they discussed recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

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Webinar: Q2 London residential property market update

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David McFadzean joined Marcus Dixon of LonRes and Rob Cohen of the MJ Group to discuss the current state of London's residential property market, what's been behind the news headlines and what to expect in the coming months.

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Webinar: divorce, pre-nups, pandemics and other legal changes

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Family law, and specifically divorce law, as with all other aspects of life, have been significantly impacted by recent events. We discussed those changes and how these are affecting our clients.

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