Philanthropy & social impact investing

Philanthropy & impact investing services for families

For many wealthy families, philanthropy and social impact investing are more than gestures of generosity, they are powerful expressions of values, legacy, and long-term vision.

At Praxis, we help structure and manage charitable giving and mission-aligned investments that make a tangible difference while integrating seamlessly into your wider wealth strategy.

Whether you are establishing a foundation, supporting international causes, or backing social enterprises, our experienced team offers the frameworks, governance, and administrative support to simplify execution and amplify your impact.

At Praxis we support you with:

Philanthropic strategy development:
We help define your mission and areas of focus, aligning your giving with family values and long-term aspirations.
Foundation and charity setup:
From legal formation to ongoing governance, we establish charitable structures including trusts, foundations and donor-advised funds.
Grant administration:
We manage the day-to-day, processing applications, conducting due diligence, disbursing funds, and monitoring grantee progress.
Impact investment facilitation:
Working alongside your advisers, we help identify and manage investments that align financial returns with measurable social outcomes.
Impact measurement and reporting:
We create tailored frameworks to track and report on the success of your giving and investments, backed by data and clear KPIs.
Global charitable giving support:
We navigate international regulations, cross-border tax considerations and donation routing for compliant and effective giving.
Next-generation engagement:
Through junior boards, workshops and structured learning, we help involve younger family members and foster a shared philanthropic vision.

Private wealth case studies

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Frequently asked questions

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Our philanthropy services include:

Entity formation, management & administration

Private family fund setup & administration

Family office support & governance

Accounting & financial reporting services

Company secretarial & governance services

Benefits of philanthropy and impact services

Amplified impact

With a clear strategy and proper structure, your charitable donations and impact investments go further. We help you target resources where they will make a real difference, avoid waste or duplication, and track outcomes so you can see the change you’re fostering.

Efficient and compliant giving

Our administrative support relieves you of the paperwork and regulatory complexities of philanthropy. From obtaining charitable status to filing annual charity reports, we ensure all compliance boxes are ticked. You can give confidently, knowing the legal and financial details are handled correctly.

Aligned with your wealth plan

We make sure your philanthropy and social investments are integrated into your overall wealth management. This means coordinating with your tax planning (to utilise philanthropic tax reliefs), and balancing giving with your family’s financial security. Your generosity is structured in a sustainable way that complements your other goals.

Family involvement and legacy

A structured philanthropy program can unite the family around shared values and projects. It provides a positive way to engage multiple generations together. Over time, this can become a treasured part of your family’s legacy, reinforcing values of responsibility, empathy, and stewardship in the next generation.

Expert guidance and networks

Praxis offers expertise and connections in the philanthropy sector, we can introduce you to reputable charitable partners, validate which nonprofits or projects are effective, and apply best practices from the world’s leading family philanthropists. This guidance helps avoid pitfalls and amplifies the success of your initiatives.

Simplified management

Ultimately, we lift the administrative burden so that giving remains a joy rather than an onerous task. You set the vision and make the key decisions, and we handle the execution and follow-up. This means less time on forms and formalities for you, and more time experiencing the fulfillment that comes from making a difference.

Why choose Praxis?

Tailored For Boutique And Mid Sized Managers (4)

Independent and aligned

As an independent provider free from private equity ownership, our focus is on investing in our people and infrastructure, enabling us to provide you with exceptional service.

Decades of experience

We bring over 50 years of experience in supporting high and ultra-high net worth individuals and families, as well as multi and single family office. Our seasoned fiduciary specialists have extensive experience in providing innovative solutions, giving you confidence that your affairs are in capable hands.

Global reach

With offices and licences in key financial centres, we can establish and manage comprehensive and robust structures in the jurisdictions that evolve with and best serve your needs.

Tailored & collaborative

Our team invests time to understand your unique family dynamics and objectives, delivering structures and strategies custom-made for you. We work with your other advisers to deliver joined-up support, guided by our core value: we succeed together.

Discover how tailored philanthropy &social impact investing can secure your future

Meet the team

Let’s start a conversation about how our expertise can help you protect your legacy and plan for the future. Please contact a member of the team below.