Philanthropy

Giving meaning
to your assets

THE ESSENTIALS

Together, let’s make your convictions a reality

We support you at every stage of your philanthropic project with comprehensive expertise and a 360° commitment. An expert team is at your disposal to integrate your approach and your structure into a support ecosystem, also promoting the sharing of good practices. From the creation of vehicles to the management of your financial assets, we ensure the success of your charitable projects.


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OUR services

Structuring and support

1. Support in strategic thinking: understanding your motivations and aligning your choices with your objectives.


2. Project structuring: definition of governance, cost analysis, long-term vision


3. Creation of the most suitable legal structure (endowment fund or foundation)


4. Follow-up of supported causes: selection criteria, development of a transparent donation policy


5. Coordination of experts: our wealth engineers, credit specialists, asset managers and external partners (lawyers, accountants) work together to guarantee comprehensive support


6. Reporting and consolidation: providing precise feedback on the actions carried out and the impacts generated.


7. Management of your organization’s financial assets: according to your strategies and constraints, we develop a tailor-made asset allocation


our foundations

Expertise based on our own commitments

Thanks to our own commitments through our foundation and our endowment fund, we have the experience to help you realise your philanthropic projects with authenticity and skill.


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Our expertises

  1. Discretionary management

    Discretionary management allows you to delegate the entire management of your financial assets to experts, according to your profile. Much more than a standardized profile management, our discretionary…

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  2. Advisory management

    Advisory management is one of our main areas of expertise. Designed to support you in your investments, it allows you to maintain control…

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  3. Sustainable investment

    A long-term commitment is one of our core values, and we are convinced that we can play an active role in promoting a more responsible world. That’s why…

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  4. Unlisted & structured products

    Unlisted companies represent a strategic lever for diversifying and boosting your portfolio. As a client of our private bank, you benefit from exclusive access to a universe of opportunities usually reserved to institutional investors…

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  5. Wealth engineering

    Civil law, family law, the general tax code, inheritance tax: managing and sustaining your assets involves many family and tax issues. Private and business assets must…

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  6. Financing solutions

    We understand the importance of a financing solution that supports your ambitions without compromising your wealth strategy. Whether it is a…

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  7. Independant Multi Family Office

    As a family-owned and entrepreneurial group, ODDO BHF has developed its own Family Office. We offer you comprehensive, expert…

    Independant Multi Family Office

  8. Philanthropy

    We support you at every stage of your philanthropic project with comprehensive expertise and a 360° commitment. An expert team is at your disposal to integrate your approach and your structure into a support ecosystem…

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  9. Corporate finance

    Because some choices are decisive for a company, you can call on our team of specialists and advisors experienced in the field of professional wealth. We offer you…

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