Philanthropy services
Philanthropy offers families and individuals a powerful tool to drive the positive change they wish to see in the world, while strengthening shared values across generations.
With the right guidance and networks, many today are adopting a more strategic and thoughtful approach to using their wealth to make a difference in the world.
Adopting a more thoughtful approach to impact
Philanthropic advisors help individuals, families, foundations and family offices to plan, manage and optimise their efforts.
Through objective and experienced guidance, they help you ask the right questions and find the answers to navigate challenges. They also assist in creating a roadmap to ensure your efforts achieve the desired impact. In addition, they provide access to a network of changemakers, peers, experts and the wider impact ecosystem.
At Pictet, we’ve seen firsthand how thoughtful philanthropic advice has transformed our own giving, helping us align our values with meaningful impact. This experience has deepened our belief that philanthropy is not just about generosity – it’s about strategy, purpose and legacy. That’s why we’re committed to offering our clients the same level of guidance, empowering them to make a difference in ways that truly matter.
A partner for your philanthropic journey
We work with you at every stage of your journey to bring about social or environmental change. Our team of experts is driven by a mission to inspire, engage and educate changemakers, connecting the dots and leveraging networks to help them drive sustainable impact.
If you are starting your philanthropic journey
At the start of their journey, many philanthropists are eager to bring about change but lack a clear strategy or structured approach. We help you identify the causes you want to address, explore opportunities for engagement and develop a structure and strategy to maximise your efforts.
If you are already an experienced philanthropist
For those already engaged in philanthropy, perhaps through an existing charitable entity, we offer a fresh, external perspective to help identify gaps and optimise the impact of your efforts. Whether evaluating past philanthropic work or providing assistance in scaling up or winding down philanthropic efforts, our goal is to bring clarity. We also leverage our global network when identifying opportunities, fostering greater collaboration and the exchange of ideas across the philanthropic world.
Without the right support, philanthropy can be challenging
Source: 2021 KPMG Global Philanthropic Practices Survey
A recent global survey revealed the things philanthropists find hardest in trying to effect change. It is these challenges we help clients navigate.
As philanthropy also brings great value to the philanthropist themselves, we also provide guidance on how to engage future generations, foster a shared family vision and how to think through the story of your work. In addition to helping individuals and families, Pictet has been a trusted partner to the non-profit world for generations. We go beyond simply managing assets to help non-profit organisations and foundations achieve their goals, tailoring our services to meet their current and future needs.
Our philanthropy advisory services
We provide advisory services to help you use your wealth to achieve your philanthropic goals, regardless of where you are on your philanthropic journey. Our aim is to go beyond just giving, helping you inspire future generations and devise new ways to drive positive change.
Key benefits of our philanthropy services
Our approach
Our advisors provide guidance tailored to your own unique values and goals. Whether you are unsure where to start or have a clear vision but need an independent perspective, we help you chart a path forward.
Our approach covers four key areas:
- Understanding the causes you wish to support and how best to address them
- Navigating how to engage in philanthropy as a family
- Considering the story your philanthropy will tell
- Developing the right governance, from the structure to the investment strategy
Insights from our philanthropy services team
Why partner with Pictet for philanthropy services?
Founded in 1805, Pictet is a multifamily owned business. This ownership structure enables us to have a unique long-term perspective, focusing on relationships that span generations rather than seeking short-term gains. This allows us to invest in our clients, their families and their aspirations.
Main reasons to partner with us
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Investment excellence
Over the course of two centuries, Pictet has built and reinforced an independent, investment-led mindset, and become a trusted investment partner for wealthy families and charitable foundations around the world. We are convinced that investing in line with the change from a degenerative to a regenerative global economy is key to maintaining investment leadership over the long term.
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Strong reputation
Where impact is often hard to measure, reputation is everything. At Pictet, our clients, particularly those in the non-profit world, value our principled and ethical reputation, built over more than 200 years.
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Global network
As a global wealth manager, Pictet has teams based across the globe, catering to the multijurisdictional needs of our clients. This international platform delivers a greater depth of value for our impact-first clients.
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Consistency
As a privately owned firm, we prioritise longevity over short-term growth. With an average tenure of 20 years for our Managing Partners, we focus on building sustainable partnerships rather than pursuing quick wins.
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Going beyond investments
Managing investments is only part of the story. Our other areas of expertise – including philanthropy services, family advisory, wealth planning and our in-house foundation – add value beyond financial returns.
Our multidisciplinary team of in-house experts works seamlessly across investments, philanthropy, wealth planning and beyond to ensure your philanthropic actions are aligned with your broader wealth management goals.
Additional information and resources
Across Pictet, we offer a host of resources and expertise to help purpose-driven clients turn their philanthropic objectives into impactful reality.
Contact our experts
Get in touch with our global team for more information on our philanthropy services. We look forward to hearing from you and discussing what we can do to help you.
