The Role of Trusts in Philanthropy and Impact Investing
This webinar forms part of the 2025 Trusts Series.
Description
The rising focus on philanthropy and sustainable investing, driven by the next generation, is reshaping wealth management. Trusts such as charitable, purpose, discretionary and private trust companies offer flexible and effective vehicles to channel private wealth for public good. Trustees and advisors must balance fiduciary duties with impact goals, ensuring measurable outcomes. This shift from traditional giving to sustainable and accountable investment highlights the evolving role of trusts in advancing social and environmental change.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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The growing awareness of philanthropy and responsible or sustainable investing – a focus of the next generation and a consideration for trustees, regulators and private wealth advisers
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Considering the shift from traditional charitable donations towards measurable impact and sustainable investing
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Why trusts are an excellent vehicle for channelling private wealth towards public good
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The types of trusts that can work for philanthropic and impact purposes – charitable trusts, purpose trusts, discretionary trusts and private trust companies
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Balancing trustee duties and philanthropic structures/impact investing
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Strategies and considerations for trustees and their advisors
Presenters
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Ben Havard Partner at Collas Crill |
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A qualified Guernsey Advocate, Ben's practice is focused on contentious and semi-contentious trust work, advising both trustees and beneficiaries and appearing in the Royal Court in Guernsey on those matters. He has a particular interest in the issues around the succession to wealth by the next generation. Ben was appointed Chair of STEP's Contentious Trusts and Estates special interest group in December 2023. He also holds an apprenticeship board position with Starwood European Real Estate Finance Limited – an investment company listed on the main market of the London Stock Exchange with a diversified portfolio of commercial real estate debt investments in liquid markets (office, retail, logistics, light industrial, hospitality and residential) in the UK and Continental Europe. The apprenticeship is part of a development programme run by partner boards in conjunction with the Guernsey Training Agency. |
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Cerisse Fisher Group Partner at Collas Crill |
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Cerisse specialises in all aspects of Guernsey trust and private client law and regularly advises trustees, family offices, high net worth individuals and intermediaries on the creation, restructuring and winding up of trusts and a wide scope of cross-jurisdictional fiduciary transactions. Cerisse has invaluable experience working within a trust company on both legal and direct client matters. She has a broad knowledge of the challenges and pitfalls for trustees plus the practical aspects of trusteeship and requirements of corporate service providers and their clients. Cerisse qualified as a Solicitor of England and Wales in 2009. She previously worked at another leading offshore law firm and subsequently within an award-winning trust company, carrying out both client-facing trusteeship and internal legal work for 12 years prior to joining Collas Crill in 2018. She was promoted to Group Partner in January 2023. |