Introduction
For ultra-high-net-worth (UHNW) families, philanthropy has moved far beyond occasional donations. Today, it’s a powerful tool for creating a legacy that reflects family values, strengthens bonds across generations, and drives measurable impact in society.
It’s no longer just about “giving back.” Modern philanthropy services are about embedding purpose into wealth planning—turning resources into a long-term force for good while deepening a family’s shared sense of identity.
Why Philanthropy Matters in Wealth Planning
True wealth is measured not only in financial terms but in the change it inspires. Integrating philanthropy into wealth management offers benefits on multiple levels:
- Emotional and Social Impact – Families find fulfilment in contributing to causes they care about, knowing their resources make a difference.
- Strengthening Family Values – Philanthropy opens conversations about ethics, responsibility, and purpose, reinforcing what the family stands for.
- Multigenerational Unity – Shared projects connect grandparents, parents, and children in meaningful collaboration.
- Tax and Financial Efficiency – Structured giving can offer tax advantages while enhancing social credibility.
Key Philanthropy Strategies for Family Offices1. Establishing a Private Foundation or Trust
Creating a dedicated charitable entity allows families to support causes over the long term, with governance structures that ensure mission continuity.
2. Donor-Advised Funds (DAFs)
DAFs offer a flexible way to make contributions, receive immediate tax deductions, and recommend grants over time—ideal for families starting their structured giving journey.
3. Impact Investing
Investing in projects with measurable environmental or social benefits enables families to generate financial returns while advancing their chosen causes.
4. Engaging the Next Generation
Involving younger members in philanthropic planning instils a culture of giving early on and helps pass down values.
5. Strategic Giving vs. Reactive Giving
Creating a mission statement, setting goals, and tracking impact ensures contributions are focused, effective, and aligned with long-term intentions.
How Entrust Family Office Helps Craft a Legacy
At Entrust Family Office, philanthropy is woven into the larger framework of wealth and legacy planning. Their philanthropic services help families ensure that every act of giving is intentional, strategic, and sustainable.
They support UHNW families in several ways:
- Defining a Purpose-Driven Giving Plan – Identifying causes that resonate through sector research, impact mapping, and family vision discussions.
- Structuring Philanthropic Vehicles – Establishing the right legal and operational setup, from private foundations to Section 8 companies, in full compliance with regulations.
- Integrating Philanthropy with Wealth Strategy – Ensuring giving aligns with estate planning, investments, and tax strategies.
- Next-Generation Engagement – Involving heirs in research, decision-making, and stewardship roles to keep the mission alive across decades.
- Governance, Monitoring & Evaluation – Setting measurable goals, conducting due diligence, and providing transparent reporting for every philanthropic project.
By blending strategy, execution, and intergenerational involvement, Entrust turns philanthropy into an enduring force for good—not just a series of one-off contributions.
Conclusion
Philanthropy, when thoughtfully integrated into a family’s wealth plan, becomes much more than charity—it becomes part of the family’s identity and legacy.
Entrust Family Office offers the expertise, structures, and ongoing guidance to help UHNW families create impactful, lasting contributions. From defining the mission to engaging future generations, their philanthropic services ensure giving is both meaningful and sustainable.
If you want to transform your family’s giving into a legacy that stands the test of time, consider speaking with Entrust about building a strategic, values-driven philanthropy plan.
