Starting from zero base, our family were really struggling to find a way to distribute funds effectively and responsibly. Theresa was immensely helpful, both conceptually in helping us to canvass…
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Lloyd is the consultant who new philanthropists turn to when they want to know how and where to give.
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We asked Theresa to become involved with our family charitable foundation to provide focus and structure to our charitable giving. In leading this process to a successful conclusion, she displayed…
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As the representative of a bank trustee company I realised that expert support was necessary for the development of charitable giving for a newly established family trust. It was important…
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