1. Philanthropy Advisory

We guide clients in defining their philanthropic vision and creating strategies that deliver measurable, meaningful outcomes.
Our advisory services include:

• Developing a clear giving philosophy aligned with family values and priorities

• Identifying focus areas, causes, and beneficiaries

• Designing sustainable and effective giving structures

• Integrating philanthropy within broader family governance frameworks

2. Foundation Design & Structuring

Establishing a private foundation requires precision and foresight.
We provide end-to-end support in designing and structuring foundations that are compliant, efficient, and built to last.
Our services include:

• Foundation formation and registration

• Governance framework and trustee selection

• Operational and compliance guidance

• Policy, grantmaking, and due diligence frameworks

3. Foundation Management & Administration

Beyond set-up, we help families manage and sustain their foundations with professionalism and care.
Our team provides ongoing operational support to ensure your foundation runs smoothly and efficiently.
Services include:

• Board coordination and meeting management

• Financial oversight and reporting

• Grant administration and impact tracking

• Coordination with legal, tax, and investment advisors

4. Legacy & Next-Generation Engagement

We believe the most powerful legacies are built across generations.
The Livis Group helps families engage heirs and successors in their philanthropic work, ensuring continuity of purpose and passion.
This includes:

• Next-generation education and engagement programmes

• Family philanthropy retreats and workshops

• Legacy planning and storytelling initiatives

5. Impact Evaluation & Reporting

We help you measure what matters — turning generosity into tangible results.
Our bespoke reporting tools and impact assessments provide transparency and accountability, so you can see the real difference your foundation makes.

• Impact measurement and evaluation design

• Annual foundation reporting

• Stakeholder and beneficiary feedback analysis