At Pleney Finance, philanthropy plays a central role in holistic wealth management. We believe true wealth extends beyond financial capital to include the values, legacy and positive impact families can create in society. We empower families through strategic guidance and tailored advisory to transform their philanthropic intentions into structured, lasting impact across generations and borders.
We help families articulate their philanthropic vision, define objectives and develop strategies that maximise social and personal fulfilment. From establishing private foundations to designing grant programs and charitable trusts, our approach is tailored, rigorous, and fully integrated with your family’s broader wealth strategy.
We guide you through the legal, tax and governance considerations of establishing family foundations or charitable trusts in Switzerland, Belgium and beyond.
Our team assists in identifying causes, vetting organisations and structuring multi-year grant programs that align with your family’s values and desired outcomes.
We implement robust frameworks for tracking the effectiveness of your giving, ensuring transparency and accountability for family members and beneficiaries.
Philanthropy is most effective when it is coordinated with your overall wealth plan. We advise on tax-efficient giving, legacy planning and integrating philanthropic structures with family governance.
We facilitate family meetings and educational workshops to involve younger generations in the philanthropic process, fostering shared purpose and continuity.
Our cross-jurisdictional expertise ensures your charitable efforts are compliant and effective, whether your interests are local, European or global.
For families seeking to align investments with values, we offer guidance on ESG and impact investing. Our team sources and evaluates opportunities in sustainable finance, helping you achieve measurable social and environmental outcomes alongside financial returns.
One of Europe’s largest private foundations, the Robert Bosch Stiftung, supports projects in health, science, education and international relations. Notable initiatives include the Robert Bosch Hospital and innovative education programmes across Germany.
Established by the Bertelsmann family, this foundation leads European social innovation and public policy initiatives, focusing on education reform, healthcare improvement, social inclusion and digital transformation.
This foundation supports scientific research, the arts, and humanitarian causes. It was awarded the prestigious Louis D. Prize for scientific achievement and social progress in Europe.
The philanthropic arm of BNP Paribas supports cultural heritage restoration, climate research, and social inclusion projects throughout Europe, including funding for contemporary art and climate initiatives.
Fondation Pierre Fabre is dedicated to improving healthcare access and public health education. It focuses on rare diseases and healthcare development in France and beyond.