Strategic Philanthropy for Family Offices
Your firm already manages your assets meticulously. Your families' philanthropic endeavors deserve the same treatment.
Made for those who manages the assets - and the purpose - of the UHNW families.
If you already receive questions about donations, legacy, or the impact of the families you advise, Sitawi is your partner.
Why now?
The demand has arrived. The market is still learning.
83% of high-net-worth families are interested in philanthropy, but only half are consistently involved.
Meanwhile, Family Offices handle the issue reactively, only when the client requests it.
That's your competitive advantage.
families want to do philanthropy
MFOs only respond when the customer demands it.
Global family offices are already managing impact aspirations internally.
earmarked for philanthropy in the Great Wealth Transfer until 2048
In this scenario, the Family Office expands its role: from wealth manager to facilitator of purpose and impact.
Philanthropy is already a demand from your families. Let's transform it into a differentiating factor?
We design tailor-made partnerships. Start with a conversation.
Talk to Sitawi →How it works
Four ways to work together.
We work side-by-side with the Family Office to develop tailor-made solutions, respecting the profile of each family and the strategic moment of their office.
Our model combines:
Philanthropy
We train the MFO team to advise families on giving and legacy planning with confidence and depth.
Addressing specific family needs.
The family wants to donate, but doesn't know how or to whom. Sitawi steps in, provides structure, and delivers a diagnosis, with the Family Office at the heart of the relationship.
Philanthropy Department as a Service
Sitawi operates as the Family Office's philanthropy department. Ongoing partnership with defined SLAs and white label services.
Support for the creation of a philanthropy area.
If your office wants to create an area dedicated to philanthropy, Sitawi designs the department from scratch, including processes, operational architecture, and frameworks.
From initial contact with the topic to the consolidation of a structured philanthropy area, we offer a complete and modular portfolio.
Our solutions
1. Training
We develop knowledge and skills for teams and families.
- Basic Course
For professionals who work with large assets and wish to broaden their understanding of socio-environmental impact.
- Advanced Course (in-company)
For decision-makers. It addresses philanthropic strategy, multigenerational legacy, and available structures in Brazil.
- In-house lectures
Tailor-made sessions on strategic topics in philanthropy and impact. - Philanthropy Days
Structured experiences to introduce or deepen families' involvement with the topic.
2. Punctual Service
Strategic solutions for specific needs.
- Maturity Diagnosis
Assessing the family's current situation, interests, and goals. - Philanthropic Mandate
Definition of impact thesis, resource allocation, and guidelines. - Capital Spectrum Map
How different types of capital can generate impact in a complementary way. - Curatorship of Organizations
Qualified selection of 3 to 5 organizations aligned with the family's profile. - Impact Report
Structured reports for monitoring and communicating results.
3. Philanthropy Department as a Service
A complete solution for Family Offices that want to offer structured philanthropy without building an in-house team.
We operate as a dedicated philanthropic area, in model white label, under the Family Office brand.
Ideal for those who want to scale their performance with consistency and excellence.
4. Support for the creation of a philanthropy area
For Family Offices that wish to structure this aspect internally.
Includes the entire portfolio of on-time service, plus:
- Portfolio Mapping and Segmentation
Analysis of the families served and their profiles of interest. - Area Architecture
Definition of structure, flows, processes, KPIs, and tools. - Market Vehicle Integration
Recommendation of philanthropic instruments suitable for each profile. - Impact Measurement and Automation
Creating efficient frameworks and reports. - Reputational Risk Management and Compliance
Protocols for institutional and family protection.
What those who have already been to Sitawi say.
High-net-worth management professionals who participated in the Philanthropy and Impact Investing for High-Net-Worth Managers and Advisors course.
Vitória Campos
BTG Pactual
Guilherme Mattiollis
Ethos Investment
