Quantum Family Offices - Creative Philanthropy

Family philanthropy, environmental and social impact are best achieved when family-defined values are combined with effective practices, good governance and tax optimization. We support individuals and families with personalized, start-finish solutions for their giving, philanthropy and impact journey.

Our family philanthropy advisors work with individuals, families, family businesses and foundations to support our clients on their philanthropic journey. We respond to such needs as:

  • Strategy development and legacy planning

  • Intergenerational engagements

  • NPO partner due diligence

  • Applying an environmental, social and governance (ESG) lens to philanthropy

  • Impact evaluation

  • Responsible investing

How We Can Help

Philanthropic Values and Principles

Our Family office advisors will co-create plans and strategies with you based on your unique goals and objectives. To determine your core values and create guiding principles, we will work together in the following four areas:

Strategy: Our advisors will help you determine what you can achieve together as a family and/or family business through your philanthropy. Key questions we will explore are: What are the advantages of defined decision-making criteria? What are the advantages of strategic philanthropy?

Learning and development: The charitable sector in Canada is experiencing major changes which can be seen in both legislative policy and funding practices, including emerging areas such as trust-based philanthropy, decolonization of philanthropy, crypto philanthropy, and more. We help families to navigate the complications of these areas.

Structure: A family foundation can help you create a lasting philanthropic legacy. Our advisors will help you determine if a family foundation might be beneficial for your family. We will help you understand the benefits and obligations of a family foundation and examine how you can engage different members and generations of your family.

Operations: Our advisors will help you decide what is involved in the grant administration process and assess whether the terms in the grant agreement are appropriate.

Impact evaluation: It's critical to accurately evaluate and assess how your philanthropic efforts make a difference. We will help you evaluate impact and assess what has changed as a result of your donation.