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Foundations & charities
Foundations and charities have many investment goals in common with wealthy families.
The investment objectives of each foundation or charity are different, but often a consistent theme is the importance of funding recurrent expenditure and programs as well as preserving the purchasing power of assets.
These investment objectives must be met within a framework that demonstrates good stewardship of the assets gifted to them. This includes adopting an investment risk profile commensurate with the foundation’s or charity’s mission and an ethical profile consistent with its values. The final piece in the investment puzzle for a charity or foundation is to recognise its unique income tax exempt status.
This combination of factors – risk, ethics and tax – makes foundations and charities unique in their investment needs. The Myer Family Company’s extensive experience working with foundations and charities makes us acutely aware of these factors when designing portfolios for clients.
Investment
Our common goal is to balance capital preservation, growth and income within a coherent portfolio structure and strategy…
Please call us
MELBOURNE
Michael Smolders
Head of Family Office
& Wealth Services - Melbourne
Telephone: 61 3 9207 3000
SYDNEY
Jason Swan
Senior Client Adviser - Sydney
Telephone: 61 2 9224 7600
PERTH
Julian Butler
Head of Family Office
& Wealth Services - Perth
Telephone: 61 8 9230 7700