Doing well by doing good
If you wish to help a worthy cause, you can do so through a gift or a bequest, or by setting up your own trust or registered charity.
Fortis Philanthropy Services can advise you on all aspects of charitable giving, from tax considerations to the choice of causes you might want to support and the most appropriate form this support might take.
Our team can also tackle the complex issues that arise when dealing with a variety of operational issues.

Socially responsible investments
Socially responsible investments (SRI) may be an appealing choice for those wishing to reconcile their financial goals with their views on sustainability, human rights and social justice.
Fortis offers a variety of ways to construct an SRI portfolio.