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Establish a lasting family legacy and engage the next generation
in wealth management, fostering shared values, inspiring
purpose and creating a framework for a lasting impact.

Are you looking to establish a family legacy? Or perhaps you are seeking to involve the next generation of your family in wealth management while fostering your family values. Establishing a coordinated and structured philanthropic program may be right for you.

Chris Boag, Director of Royston Capital, has held positions with Melbourne Community Foundation (now Australian Communities Foundation) and worked with a number of Private Ancillary Funds.

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At Royston Capital, we understand how rewarding a philanthropic program can be for all involved. We can assist you with creating and implementing a plan that works for your goals and needs:

Discovery

We can assist you with establishing the goals and objectives of your philanthropic giving. We work with you to discover your community 
interests, and discuss the intricacies of passing on your family values 
through philanthropy.

Structuring

There are many ways to give and by making sure you have the right structures in place, it becomes easier to facilitate giving over a longer period of time. We can aid you in establishing objectives, purposes and goals.

Philanthropic community

We will connect you with the philanthropic community so that you can gain valuable insights into new projects and what other likeminded philanthropists are doing.

Pro-active Compliance and Investment

We pro-actively ensure you are meeting your compliance and investment objectives, including establishing a review of the Investment Mandate, 
tax compliance and an annual plan to meet the Philanthropic Guidelines 
(if required).

Consider our other services

Investment advice
Wealth advice