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Philanthropy among UHNWs and family offices in Europe Zuercher Roundtable der Philanthropie

Philanthropy among UHNWs and family offices in Europe Zuercher Roundtable der Philanthropie 28 February 2008. Agenda. Scorpio Partnership’s research for WiSE, NPC and the Bertelsmann Stiftung Sample dynamics Profiles of givers Insights from from within the UHNW sample

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Philanthropy among UHNWs and family offices in Europe Zuercher Roundtable der Philanthropie

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  1. Philanthropy among UHNWs and family offices in Europe Zuercher Roundtable der Philanthropie 28 February 2008

  2. Agenda • Scorpio Partnership’s research for WiSE, NPC and the Bertelsmann Stiftung • Sample dynamics • Profiles of givers • Insights from from within the UHNW sample • The emotive structures of UHNW giving • Is UHNW philanthropy in Switzerland different to the UK and Germany?

  3. Participants in the study I Source: Philanthropy among UHNWs and family offices in Europe

  4. Participants in the study II Source: Philanthropy among UHNWs and family offices in Europe

  5. Profile of givers Source: Philanthropy among UHNWs and family offices in Europe

  6. Advice active-givers would give to other would-be givers Source: Philanthropy among UHNWs and family offices in Europe

  7. The emotive structures of giving Family philanthropic vehicle Theme: Environmentalism Generation I Theme: Forest preservation Generation II Generation II: Land degradation Generation III Generation III: Water preservation Generation IV Generation IV: Global climate change Source: Philanthropy among UHNWs and family offices in Europe

  8. The Swiss dynamic • Swiss philanthropy has traits similar to both UK and German philanthropy • Zurich and Geneva - Different philosophies of philanthropy • Swiss UHNWs are advocates of philanthropy but less so than in the UK • Reasons for UHNWs to give are ultimately very similar in Switzerland, the UK and Germany • Family legacy • Capacity and desire to change • Obligation Vs Opportunity • Causes and projects are just as diverse as elsewhere in Europe • Arts • Education • Environmentalism Source: Philanthropy among UHNWs and family offices in Europe

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