You know your client and introduce philanthropy when the timing is right. Serenitas joins the conversation as an external expert, guiding your client from the initial question to a concrete giving strategy — discreetly, professionally, and fully complementary to your role.
Philanthropy for wealth managers
As a wealth advisor, estate planner or financial advisor, you aim to support your clients beyond traditional wealth management. Serenitas helps you, as an expert partner, to integrate philanthropy into your service offering.
When your client is looking for impact
At key moments in your client’s life, the question often arises: “What do I want to contribute, and what do I want to pass on?” Philanthropy frequently becomes part of that conversation. This may be triggered by liquidity following an exit, a desire to connect generations around shared family values, or a growing need to reflect more consciously on legacy. A philanthropic initiative then offers a meaningful response. Together, we explore what truly matters to your client: which values are central, and what impact they wish to leave behind. Serenitas helps translate this ambition into a concrete and meaningful contribution to society.
”Our client felt it was time to give back to society and, with Serenitas, found clarity on what truly matters to him and how to engage in a lasting way.
Our offering
Depending on your clients’ needs and how you wish to integrate philanthropy into your services, Serenitas can support you in three ways.
1. Client advisory support
2. Speaker at your client events
Philanthropy can be introduced as a theme at client events or inspirational sessions. Serenitas brings real-life stories and practical insights, helping clients see philanthropy as something both accessible and meaningful — for themselves or for their family.
3. Training & awareness
Would you like to better prepare your staff or advisors for conversations about philanthropy? Serenitas informs and trains your team on opportunities, timing, and the most common client questions.