Presenting Sponsor spotlight

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New Quadrant, is a leading fiduciary and family office services provider in the UK founded by Louise Stoten in 2010. New Quadrant works with clients on their philanthropic aims and aspirations, formulating ideas and goals, helping them to identify what they want and providing advice on structuring a family governance constitution, as well as administering a number of charitable trusts. 

Our Expertise Includes:

• ESG - Environmental, Social and Governance (ESG) investing, which looks at building a more ethical portfolio.
• Next Gen Education - This includes a commitment to educating the next generation – both our “next gen” and those of our clients. From a philanthropic perspective, we aim to educate them to think about wealth in the context of a wider society and equip them to make decisions as part of a holistic family plan which both protects and preserves the family’s wealth, preserving it.
• Impact Investing - Impact Investing is a general investment strategy that seeks to generate financial returns while also creating a positive social or environmental impact. Investors who follow impact investing consider a company’s commitment to corporate social responsibility or the duty to positively serve society as a whole;
• Donor Advised Funds (DAFs) - One of the UK’s fastest-growing philanthropic giving vehicles, enabling donors to give in a flexible and tax-effective way;
• Charity Trusteeship - We work with clients on their philanthropic aims and aspirations, and have established and registered a number of charitable trusts and companies for clients.as well as administering a number of charitable trusts.
• Charity Administration - We assist with the administration of charities and advise on the regulatory compliance required in running a charity. We work closely with charitable trustees to understand the purpose behind a charity’s creation and its philanthropic aims as we assist in its continued administration.

New Quadrant Foundation, a Donor advised fund administered by New Quadrant Family Office & Fiduciary,  was established to support the charitable endeavours of the team and a proportion of the business profits are donated to the Foundation. As the creation of U.K. based charities has become more complex, the Foundation works with donors to help direct funds to their chosen causes. The Metabolic Terrain Institute of Health has been supported by the Foundation for a number of years. We can advise on and assist with obtaining tax relief on donations to a U.K. foundation for the benefit of US 401(c) entities such as MTIH.org.