Giving meaning to wealth
Wealth is not only what you possess. It is what you choose to pass on.
Legatum Partners accompanies individuals and families who wish to give lasting meaning to their resources, supporting them in transforming economic value into a conscious legacy, oriented towards the future and the common good.
Legatum
The value that endures.
We accompany people and families – we call them “philanthropic actors” – who wish to bring a long-term perspective to their resources, transforming economic value into value for the community and inspiring confidence in the future. We help philanthropic actors assess and decide how to allocate part of their wealth – individual or family, handed down through generations or built anew by their own efforts – within a lasting project.
Whether it means enhancing art collections and other cultural assets, deciding how to help young talents take flight, supporting scientific or medical research, conceiving projects of your own interest together, or supporting existing ones, Legatum Partners will accompany you along the path you choose to help improve the social well-being of the community in which you achieved your success. Legatum Partners – beginning with its Latin name, which denotes a bequest – was founded to safeguard, guide and bring awareness to the act of giving: a transfer of value that crosses time, creates continuity and opens new possibilities for the future.
Giving meaning to wealth means taking responsibility for what will endure.
Fiducia
Trust and philanthropy, an ever closer bond
Trust can save the world. Trust is a bridge to the future, an attitude of openness towards others, indispensable for continuing to believe in tomorrow and for laying the foundations of a new solidity — not only in terms of wealth, but also of philanthropy.
The context
Philanthropy in Italy has experienced renewed momentum from the post-war period to the present day, sustained by the reform of the Third Sector, by tax incentives and by a renewed culture of giving: an increasingly necessary movement, in which what is built is not only economic, but social.
Our role
Personal relationships, philanthropic vision and long-term thinking: this is why, today, the task of rebuilding trust sees foundations and philanthropic actors as ever more essential protagonists.
About us
We are an independent philanthropy advisory firm
We accompany those who wish to give direction, coherence and impact to their philanthropic commitment. We work alongside substantial estates, entrepreneurial families and foundations, offering a rigorous and tailored approach.
- strategic vision and a proven method
- relational sensitivity
- multidisciplinary expertise
What we do
We support those who choose to become philanthropic actors
At every stage of the journey — establishing a new foundation, revitalising an existing one, or transforming an association:
Vision
01
Defining the philanthropic vision: we align personal and family values with impact objectives.
Structure and governance
02
We design models that are sound and sustainable over time.
Projects and relationships
03
We identify coherent, high-potential initiatives and build authentic relationships with institutions and partners.
Impact
04
Measuring impact: we assess results and foster awareness.
Method
We build journeys
Every project begins with listening and develops through ongoing dialogue, respecting the history, aspirations and sensibility of those who choose us.
Methodology
Legatum Partners offers not consultancy but a methodology of support for the philanthropic actors who wish to engage with the world of the «Third Sector» — as stimulating as it is complex.
Support
We accompany them with method and bespoke attention at every single stage of this strategic choice: from mapping stakeholders to articulating the vision and the subsequent definition of the mission and positioning, in drafting the statute and in organisation, in communication and fundraising, in relations with institutions and the various relevant audiences, through to the monitoring and reporting of what has been achieved.
Experience
The thirty years’ experience of the two Partners, gained in positions of responsibility across the profit, non-profit and public sectors, together with a proprietary method and solid know-how, make it possible to devise highly targeted, tailored proposals covering the entire journey of creating, organising and launching one’s own foundation, as well as selecting and concretely supporting an existing philanthropic project, in line with the values and expectations of our Clients.
Discretion
We work with discretion, without exposure, with a proven method and a multidisciplinary approach, with the aim of making every engagement truly «tailor-made» — coherent, effective and enduring.
The Partners
Thirty years of experience gained across business, the public sector and the non-profit world
We work with discretion and bespoke attention, with a proven method and a multidisciplinary approach, to make every engagement truly tailored, coherent and effective.