Dāna is the practice of cultivating generosity.
THE ART OF INTEGRATION
Life does not operate in a silo, and neither should your planning. Your values, purpose and objectives are threaded throughout all aspects of life; they are the glue that holds everything together.
As integrated advisors, we understand the importance of aligning the parts within the whole – recognising the interconnectedness and interdependence of life, both in and outside the family.
At Dāna Stewardship, we are philanthropy, impact, sustainability, and trust and fiduciary experts, and our biggest strength is the ability to step back and see the big picture and all its parts. We support families that are values-driven and patient capitalists who understand that an integrated approach to planning will serve the family enterprise in the long-term:
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Our values are based on generosity, service and responsibility.
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Our purpose is to support and strengthen families and their businesses.
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Our objective is to advance responsible stewardship of wealth.
Philanthropy Advisory – Philanthropy is deeply personal. It can be traditional or innovative. It can be a tool to unite a family. It can be the public expression of your personal legacy. We can help you customise your philanthropy to reflect you and your family. We can train your family on philanthropy and non-profit management.
Let us support you throughout the lifespan of your philanthropy, from strategy development to implementation and monitoring.
Sustainable & Impact Investing Advisory – Family offices increasingly prioritise the integration of sustainable investing practices across their investment portfolio. Simultaneously, a lack of standardisation makes investors targets for ‘green washing’ and ‘impact washing’. We can guide you through the weeds to help identify investment solutions that align with your sustainability and impact goals and train you to better understand the nuances of ESG and impact.
Trust & Fiduciary Services – Trustees are the quintessential stewards of wealth who must understand the needs and values of the beneficiaries they serve. We offer training on the nature of trusts, the trustee and beneficiary relationship, and how to succeed in these roles. Through our Advisory and Protector services, we help you to identify the best fit, oversee your trust and fiduciary structures, and ensure that your trustees understand and consider your priorities as stewards of your wealth.
Family Business Services – Family businesses are aptly primed for sustainability as they are incentivised to build growth for future generations. We offer training on sustainable and impact business and can help to define your company stewardship mission, design a values – driven business model, integrate sustainable practices across your operations, and forge productive relationships with stakeholders.
THE ART OF WHAT WE DO
THE ART OF OUR START
With 20+ years of private client experience across numerous international financial centres, our Founder, Gina Pereira, is a global senior-level executive with expertise in law, wealth planning, trusts and fiduciary services, philanthropy, ESG and impact investing. She has led the strategic development and growth of private client service organisations, with a proven track record of spearheading company revenue growth and planning and executing cross-border complex, high-value transactions and projects.
As an in-demand thought leader on topics such as responsible stewardship of wealth, Gina frequently addresses audiences across the globe, including a recent virtual seminar with c.1,300 registrants, and regularly publishes in numerous respected industry publications.
Gina and Dāna Philanthropy were recognised for her excellence in service and expertise by being awarded the esteemed 2018/2019 STEP Private Client Award for philanthropy advisory services.
Additional achievements:
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Member of The International Academy of Estate and Trust Law
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Board Member of the Global Alliance of Impact Lawyers, a community of legal leaders using the practice of law to impact people and the planet positively
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Chair of the STEP Responsible Stewardship of Wealth Thought Leadership Group, the premier professional association for private client practitioners, with over 21,000 members in 96 countries
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Leading two trust and corporate legislative reform initiatives in Bermuda and actively engaged in policy advocacy
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Four-time Presiding Judge for the STEP Private Client Awards
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Former Co-Chair of the STEP Philanthropy Advisors Special Interest Group
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Certified Expert in ESG & Impact Investing from the Frankfurt School of Business
The Art of Evolution
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Dāna Philanthropy was formed in 2010 by Gina Pereira to support philanthropists in pursuit of using private wealth for good. It grew to integrate responsible and impact investing services. Today, Dāna Stewardship includes these services and beyond to reflect our Founder’s vision of the need for integrated advice given today's interconnected and interdependent world and each of our lives within it.
