Appleby Bermuda contributes to a new Special Report on Family Philanthropy

Published: 3 Feb 2022
Type: Insight

First Published by Globe Law Business

Partner and Group Head of the Private Client and Trusts department in Bermuda, Vanessa Schrum has authored the chapter on ‘Caribbean choices’ in a Special Report on Family Philanthropy, published by Globe Law and Business.


This chapter focuses primarily on the structuring options available in Bermuda, the British Virgin Islands and the Cayman islands. All of these jurisdictions are tax neutral and have stable governments, favourable, but well-respected regulatory regimes and robust, professional services industries.

Family philanthropy around the world is a dynamic and important part of the overall social change landscape. However, with more and more individuals and families involved in this space and the ever increasing variety of approaches and choices, it is a vast and sometimes confusing subject and it can be difficult for families and their advisers who have an interest in philanthropy to know where to begin.

This Special Report aims to demystify the topic and presents in a clear and easy-to-understand format the philanthropy choices available to families. It brings together a variety of international experts who cover, amongst other topics:

  • how families can make decisions about their philanthropy activities;
  • donor advised funds;
  • ways in which families can support cultural organisations, such as museums; and
  • leaving a legacy for the next generations.

This book is available in hardback format, and also as an e-book, you can order yours from the Globe law & business website. 

 

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