Priorities and purpose
Giving shape to engagement means identifying clear purposes consistent with family values. Explicit objectives help determine areas of involvement and realistic time horizons.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Philanthropy and engagement
Giving direction to convictions.
DISCIPLINE · DISCRETION · CONTINUITY
09 / PERCY & CO.
A philanthropic project takes shape when intentions, resources and methods are aligned. This area explores family priorities, the selection of partners and criteria for understanding the effects of engagement over time.
Areas of attention
- Priorities and purpose
- Selection of partners
- Assessment of effects
Selection of partners
Selecting partners requires an understanding of context, responsibilities and resource use. Dialogue distinguishes shared intentions, operational capacity and the expectations of each party.
Assessment of effects
Understanding effects calls for proportionate criteria and a willingness to learn. Observing outcomes, limitations and changing circumstances supports more informed engagement over time.
Understand. Decide. Steward.
A decision has meaning when it reflects its family context. The approach begins with a complete picture and makes objectives, responsibilities and time horizons explicit.
PERCY & CO.
Questions that shape decisions
01What change should be supported?
02What resources and timing are appropriate?
03How can experience inform the next step?