Philanthropy

Being able to give is an art that requires as much professionalism as a conventional investment. We want to foster this art.

Increasing numbers of investors do not just strive for greater financial returns, but also want to support people who have not enjoyed the same rewards as the majority of us.

Just like a traditional investment, a structured process is necessary to ensure that this assistance is satisfactory for the donor. Otherwise, he would not know where his money goes and what it is used for. The important emotional bond between him and the recipient is lacking.

Miguel Steiner, a partner at Finad, talks about the ‘art of giving’ in this context. He founded the charity foundation Ayudamexico, which funds projects in Mexico and other Latin American countries.

Finad has developed a philanthropy plan. If the client wishes, this plan can become part of a comprehensive investment portfolio. We look at various projects with the sponsor to ensure that his financial means are put to good use according to his personal values.