Advisers to donors, foundations and family offices on giving strategy, charitable structures, cross-border grant-making and the governance of long-term philanthropic capital.
This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.
Directory expanding · 4 organisations
FEATURED PROFILE
Featured Profile is a commercial placement. Editorial directory inclusion and ordering are independent of commercial participation.
International fundraising and philanthropy
London & West Sussex, United Kingdom
Chapel & York advises families, family offices and institutions on international philanthropy, providing the structures and administration required to give effectively across borders.
Listed alphabetically. Order carries no ranking, score or preference.
Charitable Investment Policy · Family Foundation Structuring · Impact Reporting
London, UK
Cazenove Capital's dedicated Philanthropy and Impact team, led by Lyn Tomlinson, designs bespoke investment policies for charities and family foundations where the underlying assets are managed to directly support environmental and social goals. The team also produces the Practical Philanthropy podcast.
Regulatory note: Commercial advisory service, part of a regulated wealth manager (see Category 1 entry)
Donor Strategy · Charity Due Diligence · Foundation Administration
UK — global reach across 119+ countries
CAF distributes around £1 billion annually to non-profits and works directly with wealth managers, family offices and professional advisers to support UHNW clients' giving strategies, including administering donor foundations and providing access to a network of over 160,000 UK charities.
Regulatory note: Registered UK charity providing paid advisory services to wealth professionals, not a commercial firm
Funder Strategy · Impact Measurement · Sector Research
UK
Think tank and consultancy for funders and charities, co-commissioned by the UK Department for Culture, Media and Sport in 2025 alongside CAF and Beacon to help shape England's place-based philanthropy strategy.
Regulatory note: Website not independently confirmed in this research pass; not a direct wealth-holder adviser in the commercial sense
Sector Advocacy · Philanthropy Ecosystem Convening · Policy Development
UK
Membership and advocacy body describing itself as "the Voice for Philanthropy," working to increase the scale and impact of UK philanthropy. Beacon convenes wealth holders, advisers and government, and co-authored 2025 recommendations toward a UK national philanthropy strategy alongside CAF and NPC.
Regulatory note: Advocacy and convening body, not a fee-charging adviser to individual clients
Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.
Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.
Firms working in philanthropy advisers can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.
