AD HOC SERVICES

Ad Hoc Services

AD HOC SERVICES

At Giles Wade we offer also services to compliment your existing expertise. There services will enable you to meet your charitable requirements without needing extra staff. These services include:

Networks & Knowledge:
Our experienced team has a deep knowledge and understanding of the not for profit, charitable trust and foundation sector, advising, partnering and overseeing millions of dollars in charitable distributions every year.

In-House Asset Management Expertise:
We have significant experience in managing monies in this sector. We work to formulate the investment strategy which seeks to maximise the income generated for distribution, while at the same time protecting and growing capital over the long term in a low risk environment.

We Listen & Educate:
Working with you to discuss and understand your motivations, concerns, and involvement with respect to giving is fundamental to the success of your philanthropic journey. We workshop ideas, listen to you’re goals of giving and the benefits to the beneficiaries will be achieved and fostered. We also provide you with a technical overview of a Trust and industry updates – current and new ideas and regulatory / compliance changes.