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Charlie Malet de Carteret
Director, Private Client
Charlie is a director within Sanne’s private client business and has extensive experience in administering complex corporate and trust structures for sophisticated customers requiring international structuring. He has also dealt with the establishment of a number of substantial Jersey philanthropic foundations.
Charlie has previously worked in London and Jersey, latterly as managing director of a substantial independent Jersey trust company.
Charlie Malet de Carteret's specialisms
Our dedicated Private Client business experts provides guidance to support donors as well as assistance with some of the practical steps necessary to turn their aspirations into reality. Our philanthropy service covers the following areas:
We can help articulate what is important to donors and explore how best to achieve their goals. This might be a specific area of need, or it might be the involvement of family members or the creation of a personal legacy
We can aid in the selection of charities best positioned to receive funds or work with donors, based on research or meetings with other donors and experts. Having better command of an issue might well lead to more rewarding giving.
Assessment and Monitoring
We can assess the level of support required and monitor whether donations are being used as was intended. Regular review and progress reporting can help to maintain momentum.
We can administer day to day charitable or philanthropic activities, whether in dealing with unsolicited requests for support or with the governance of trusts or foundations. This is particularly useful for donors who, because of other commitments, find it hard to spare sufficient time on an ongoing basis.
A foundation can be an effective planning tool for private wealth, asset protection, charitable reasons and, in some jurisdictions, may be used for commercial purposes.
A foundation shares the characteristics of a trust, in that it does not have shareholders but instead has a founder and beneficiaries. It also has its own legal personality and the ability to enter into contracts in its own right. A foundation is run in accordance with its regulations, by a council as opposed to directors or trustees.
Our in-depth knowledge and practical experience means we are highly adept at delivering the best solutions. We establish trusts in a number of key global jurisdictions for a wide range of clients.
Through our network of offices, and via our expert partner firms, we establish corporate vehicles in all of the major international financial centres.