Philanthropy Services

Expert philanthropy solutions from leading private banks

Strategic Philanthropy

Comprehensive philanthropic planning

  • Giving strategy development
  • Impact assessment
  • Grant management
  • Legacy planning

Foundation Services

Private foundation management

  • Foundation setup
  • Administrative support
  • Compliance management
  • Grant distribution

Impact Investing

Sustainable investment solutions

  • ESG integration
  • Impact measurement
  • Sustainable portfolios
  • Social enterprise support

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Bank Minimum Investment Management Fee Key Features
UBS Private Banking
$2,000,000 0.50% - 1.50%
  • Wealth Planning
  • Investment Management
  • Estate Planning
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