Philanthropy

Individuals of great wealth often express the duty to pay it forward to the community and to donate to philanthropic causes. Our collaborative and dedicated team will offer guidance and advisement on charitable entities and optimal pathways to achieve your philanthropic and wealth legacy objectives.

To objectively achieve your philanthropic goals, our experts will guide you in sifting through opportunities and strategies to create a customized plan for charitable giving, designed for you and your family and one that matches your future objectives. With our reputable presence in the philanthropic industry, we offer access to opportunities, events and personnel as well as facilitating meetings with family and with philanthropists who are aligned with your vision.

The option for a donor-advised fund is available for select clients who choose to consolidate your giving strategy. This choice can provide you with the opportunity to carry out charitable giving goals, while allowing you flexibility and reduced tax exposure.

Foundational Philanthropy and A Philanthropic Legacy

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Our team has a breadth of knowledge and experience that is instrumental in guiding clients to achieve their long-term philanthropic goals. Our expertise ranges from guiding you in the formation of charitable foundations to delivering valuable insight on investments and future planning.

As an added value, we can deliver peak execution and comprehensive advisement on any interests in the potential for you to align with existing charitable foundations. This individualized approach allows you to apply your focus to your personal vision for your future legacy while we navigate you to achieve your vision.
Investors that participate in transactions with Sal. Oppenheim will participate either directly with Sal. Oppenheim or with one of Sal. Oppenheim’s third-party licensed service providers. Participation in a transaction through a licensed service provider may be required where the laws, rules, and regulations of the jurisdiction in which the client conducts business or in which the transaction will occur require licensing of a service provider for the type of transaction that will be conducted. Sal. Oppenheim directly conducts business and engages in transactions if and only if the jurisdiction of the transaction and of the investor does not require licensure, or if a clear and valid exemption or exclusion from licensing is stated in applicable laws, rules, and regulations.

Contact Us

Dammstrasse 19, Zug, 6300
info@oppenheimbank.com
✆ +43 7200 22 830

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