Marc hesitated. Should his family business support victims of the Tsunami that had devastated the shores of the Indian Ocean last December?
Or should they wait and allocate funds to a less mediatised cause? Wishing to be just as rigorous in philanthropy as in business, Marc sought professional advice to make an informed choice. He contacted wise, who after carefully enquiring into his desired approach, provided him with a portfolio of four projects that corresponded to his aspirations. He choose the project of a sound organisation with great potential of development. With several hundreds of thousands of Swiss francs over three years, by successives steps carefully followed, his support has been successful.
«We shared the conviction that philanthropy can be an excellent school of life and the expression of a goal.»
As their children neared adulthood, the parents wished to prepare them to receive the family’s assets. Their choice of a project supporting disadvantaged young people in the area allowed them to meet the beneficiaries regularly and discuss their impressions together. Involvement in this family philanthropic project taught them how to manage money, appreciate the value of sharing and practice making joint decisions that take into account each one’s interests. Along the way, each sibling discovered something new about him or herself and together, put in place practical solutions enabling them to move forward towards a common goal.
«May he leave behind a memorable trace in this world, not just in the memories of those who knew him!»
Struck by the loss of a child, the Charrière family was still mourning when they heard this call. Rather than isolate themselves in their grief, they decided to set up a foundation to help underprivileged young people and thus perpetuate the memory of their son. Faced with numerous difficulties in achieving its project, the family turned to wise in order to make better use of its resources on a clearly defined project with measurable impact.
«Conscious of the difficulty of giving well, I contacted wise on the recommendation of my asset manager»
At 70 years old, following the loss of her husband, Gloria finds herself alone and in possession of a large fortune. She decides to fully dedicate herself to philanthropy. Through visits to projects already being supported, discovery of new ones and the learning of key concepts and challenges, Gloria acquires the knowledge needed to choose, monitor and measure the impact of social development projects. Today she is autonomous and, working with the bank that initially advised her, has created a foundation.