JBWere has announced Shamal Dass as the new JBWere Head of Philanthropic Services.
Mr Dass joined JBWere in November 2012 and will lead a team dedicated to providing specialist advice to both non-profit organisations and private clients in areas ranging from the structuring of philanthropic giving to governance structures and organisational strategy.
JBWere CEO Justin Greiner said: “Working with and servicing charitable and not-for-profit clients has been a key cornerstone of the growth and history of JBWere over its 175 years of existence.
“We are delighted to have someone of Shamal’s experience lead the Philanthropic Services team. Client needs are evolving and Shamal’s experience advising clients on their philanthropic structures – as well as building investment portfolios and managing trusts and foundations – will allow us to continue to grow our business to meet these changing needs.”
Speaking of his appointment Mr Dass said: “I am excited to be leading a team of highly skilled professionals dedicated to providing a market-leading experience to our clients. We are committed to helping our clients achieve their mission by providing tailored strategic advice and exclusive development and capacity building opportunities.”
In 2001 JBWere established a dedicated Philanthropic Services team to provide specialist services to the firm’s charitable and NFP clients, as well as individual clients and family groups with an interest in philanthropy.
JBWere’s Wealth Management and Philanthropic Services teams manage over 350 accounts for clients that operate in a not-for-profit, tax-exempt environment with FUM exceeding $2.8 billion.