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Dana Stewardship Advisory

Building Resilient Families Over Generations

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 adopt a holistic approach that integrates collective purpose into family governance, trust structures, philanthropy, and other wealth-planning strategies by positioning shared values as the north star from which all planning flows.  Collaborating alongside lawyers, advisers, and family offices, we complement their expertise by focusing on the human side of wealth. 

 

We support families who understand that an integrated approach to planning will serve the family enterprise in the long-term:

 

  • Our values are based on service and responsibility.  

  • Our purpose is to build resilient families and their businesses.  

  • Our objective is to advance responsible stewardship of wealth. 

Dana Stewardship Advisory

We build resilient families over generations through purpose and shared values.

Governance & Stewardship Services — Through a clearly defined mission and vision that serves as a north star, family values and purpose are integrated throughout the family enterprise, including a family’s governance, succession planning, philanthropy, investments, business, and the family office. We help families coalesce around a shared objective, unite family members and educate the rising generations, creating resilient and sustainable enterprises and ensuring a secure and enduring family legacy.  

 

 

Philanthropy, Sustainability & Impact Services — Increasingly, wealth owning families are concerned about the impact of their wealth on the environment and society.  We assist families in creating a positive imprint by developing and implementing bespoke philanthropy, sustainability, and impact strategies that fit the family enterprise and have practical applications across the wealth planning spectrum.

 

 

Reputation Protection Services — In today's digital age of constant news coverage, the private lives of wealthy families are in the public eye.  Proactively and intentionally managing your public image is crucial.   A responsible wealth stewardship strategy interwoven throughout the family enterprise can help protect your family brand while positively impacting wider society. 

 

 

Trust Protector Services — Leveraging extensive experience as a trust lawyer and fiduciary, Gina is uniquely positioned to provide families with expert guidance in selecting trustees and ongoing oversight of trustee actions. Our Protector service fosters ongoing strong, resilient connections between families and their trustees, offering invaluable support at every step.

 

 

Project Management Services — Modern wealth-owning families have complex needs and a profile that often spans the globe.   Successfully planning and launching projects and transactions requires the involvement and support of multiple stakeholders. Whether you are establishing a new family office or coordinating a wealth planning project that involves trusts, companies, and multi-jurisdictional legal and tax issues, we manage stakeholder engagements and projects, driving the implementation of initiatives in a transparent, efficient, and effective manner.

THE ART OF WHAT WE DO

Dana Stewardship Advisory

THE ART OF OUR START

Gina Pereira is a wealth steward who helps families build resilience across generations.  

 

With over 20 years of experience as a lawyer, philanthropy adviser, and trustee, Gina has seen first-hand how wealth can strengthen or strain family connections and how leveraging family members' human and intellectual capital can build a resilient family enterprise.

 

Through working with families and industry leaders, Gina has developed planning strategies that embrace a family's core identity and help preserve and grow the family enterprise over the long term.

 

Her holistic approach integrates collective purpose into family governance, trust structures, philanthropy, and other wealth-planning strategies by positioning shared values as the north star from which all planning flows.  Collaborating alongside lawyers, advisers, and family offices, Gina complements their expertise by focusing on the human side of wealth.


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:​

  • Member of The International Academy of Estate and Trust Law

  • Board Member of the Global Alliance of Impact Lawyers

  • Chair of the STEP Responsible Stewardship of Wealth Thought Leadership Group

  • Admitted to the Bar, LSO, Canada

  • Four-time Presiding Judge for the STEP Private Client Awards

  • Former Co-Chair of the STEP Philanthropy Advisors Special Interest Group

  • Certified Expert in ESG & Impact Investing from the Frankfurt School of Business

  • Who's Who Legal, Private Client

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The Art of Evolution

  • 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. 

Dana Stewardship Advisory
Dana Stewardship Advisory

© 2024 Dāna Stewardship Advisory

Dana Stewardship Advisory
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