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With our assistance and planning, a number of our clients are beginning to see that they will reach a point in their lives that we call “The Point of More-Than-Enough”. This is the point when they have accumulated more than sufficient wealth to see them through the rest of their lives, and also possibly more than enough to ensure that their children will not be in need.

So, clients have some choices to make at this juncture in their lives.

Many clients begin to investigate ways of using their wealth for the benefit of others. They begin to ask, what can we do that would leave a significant legacy for generations to come? How would we like to be remembered?

We partner with you to help answer these questions.

We believe that we hold the responsibility to help you manage wealth to achieve everything that is important to you. In addition to helping clients grow their wealth, we would argue that this also includes helping them find ways to give it away.

The creation of a ‘Strategic Giving Plan’, as part of a comprehensive wealth management plan, is an essential step in achieving this goal. We assist our clients in discovering their values and discuss ways that they can make a contribution to their community. This includes attributing their surplus family wealth towards funding the causes that are closest to their hearts. We explore various options such as the creation of a private family foundation; making direct gifts to their favourite causes; contributing to existing charitable vehicles; as well as helping them attribute personal time and expertise in serving charities.

We can further discuss how an individual’s particular circumstances might better fit one or more of the options available and we will, as always, consider the tax implications and costs associated. Our experience tells us however, that the personal satisfaction of structured giving far outweighs the practical benefits such as tax. Clients already involved in structured philanthropy speak about the richness that comes from giving, their personal motivation in terms of shared family experience, engagement with specific causes and the satisfaction of seeing their money make a tangible difference to the world.

Ask your adviser how they can assist you in making the transition from ‘Success to Significance’. Or for more information on Philanthropy visit:

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Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.



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