With roots in Geneva and philanthropic interests across Europe, the Schneider family wanted to professionalise their charitable giving and align their investments with environmental and social values.
We established a Swiss charitable foundation for the family, creating a clear governance structure and a multi-year grantmaking strategy. Simultaneously, ESG criteria were integrated into the family’s investment mandates, with regular reporting on both financial and social outcomes.
The family’s philanthropic impact became more strategic, measurable and sustainable.
Their investment portfolio now reflects their values, with strong ESG performance metrics.
The foundation’s structure ensures continuity for future generations.
A Note on Confidentiality: To respect the privacy of our clients, names and some identifying information have been altered in these case studies.
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