PHILANTHROPY AND LEGACY ADVISORY

For many clients, wealth planning is not only about preserving and transferring capital. It is also about purpose, giving, legacy and the kind of value they want their wealth to create beyond their lifetime.

These conversations can deepen adviser-client relationships, but they are not always easy to structure.

Clients may know they want to give more meaningfully, but may not know where to focus, which organisations to trust, how to shape their giving, or how to understand whether their contribution is creating real value.

Thrve Impact Partners works with wealth managers, fiduciary advisers, family office advisers and their clients to bring specialist social impact and philanthropy thinking into these conversations.

We help co-create thoughtful, credible philanthropy and social impact approaches by combining the client’s values, the adviser’s relationship insight, and Thrve’s experience in social impact strategy, partnerships, governance and impact thinking.

Our support may include:

• helping clients clarify their giving priorities and areas of interest;
• shaping philanthropy and social impact ideas into practical approaches;
• identifying and assessing potential NGO or impact partners;
• supporting thinking around governance, credibility and implementation;
• helping clients understand the social value their giving could create;
• co-creating initiatives that are personal, practical and grounded in real social need.

Our role is not to replace the adviser relationship. It is to add specialist social impact insight where it can strengthen client conversations around wealth, purpose, giving and legacy.

Thrve Impact Partners does not provide financial, legal or tax advice. We work alongside the relevant professional advisers where those areas are required.

If you are a wealth manager, fiduciary adviser or family office adviser looking to broaden client conversations around purpose and legacy, we would be happy to connect.