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WHAT'S YOUR LEGACY GOING TO BE?

Impact investing is a unique venture. No two goals are the same and when working with families, each member often has varying interests.

There are numerous challenges to overcome, difficult decisions to be made, financial and asset management requirements to be met.

Whether you wish to achieve a deep level of personal engagement with your chosen cause or a lighter touch involvement, we’ll work with you and our team of experts to develop the best solutions for you and your family.

01 directors & committee members
02 set-up & management of foundations
03 set-up & management of trusts
04 set-up & management of companies
05 re-structuring of assets & wealth
06 bookkeeping & accounting
07 regulatory & compliance
08 impact fund establishment & admin
09 ESG policy advising
10 philanthropic structure establishment
11 due diligence on charity recipients
12 charitable trusts & foundations admin
13 advanced reporting & client e-portal

IMPACT
INVESTING

EXPLORE OUR OTHER AREAS OF EXPERTISE 
  • ENTREPRENEURIAL WEALTH

    At Palmela, we provide you with the consultation and expert guidance that turn your wealth structure and strategy into a masterpiece.

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  • ALTERNATIVE ASSETS

    Palmela's in-house expertise includes art, real estate, hedge funds and private equity, digital assets and litigation funding.

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  • TRANSFER OF GENERATIONAL WEALTH
    Preserve and grow your wealth for future generations. We help families establish goals and structure that flex with your needs.
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