Philanthropy in the Family Office

Anna Josse founded Prism the Gift Fund in 2005 as a way to increase funds into the charity sector by providing a personal, swift and bespoke philanthropy service to individuals, groups and foundations. Anna established and ran the UK arm of American charity New Israel Fund and worked at the Social Market Foundation. She has also been Director of Investor Relations at Yazam, a technology start up, where in 2000 she led the opening of the first European offices. Anna is currently the Founder and CEO at Prism the Gift Fund. She co-leads Regent Capital, a private equity firm, and also acts as a trustee for a number of charities.

Natalie Cargill isFounder & CEO of Effective Giving, a research and advisory non-profit that supports donors who want to maximise their positive impact on the world. We work closely with researchers at the University of Oxford, and are currently advising the UK's youngest self-made billionaire on his philanthropy. Our work is informed by the intellectual and practical project of effective altruism: The use of evidence and careful reasoning to identify the most promising solutions to the world's most pressing problems. In particular, I consider a central moral concern of our time to be the way in which our actions today affect future generations.

James Wilcox has been a trusted legal adviser to a large number of substantial global clients. As head of private office services, James advises clients on non-financial related matters relating to succession, wealth transfer and private client services. He qualified as a solicitor in 1982 and thereafter studied Corporate Finance at London Business School. James is very much involved in philanthropy and serves on the boards of several foundations. Since 2017, he has been a trustee of Children and the Arts and as part of this role, he assisted The Prince’s Foundation at Dumfries House in Scotland; in January 2020 he was part of the group looking at sustainable investment with several large US charities. He was a member of the Development Council for the Woolf Institute at Cambridge University and a trustee of St Paul’s Cathedral from 2013-2015.

A former banker, Michelle oversees a family office with interests in renewable energy, finance, insurance and real estate. A former member of the Board of Directors of Bacardi Ltd, Michelle is one of the Institute of Imagination’s co-Founders.

Simon qualified as an accountant with Ernst & Young and has over 20 years of post-qualification experience in international investment environments. Simon holds both the UK ACA and Canadian CA accounting designations in addition to a BA (Hons) in Accounting and Finance. He also has extensive corporate finance and shareholder exit experience including IPOs, trade sales, mergers and acquisitions, structured finance and restructuring programs. Simon is a chartered member of the Chartered Institute of Securities and Investment. Simon is an experienced Family Office executive and has in excess of 20 years’ experience acting in Director, Company Secretary, Chief Financial Officer, and Chief Executive Officer capacities for diverse international family offices, investment vehicles, and their portfolio companies from bases in the UK and Bermuda. Simon has extensive Charitable Foundation experience and was previously Trustee of the Cap-A-Laige Foundation and of the Family Learning Centre. In addition to his role within TY Danjuma Foundation he is CEO of the TY Danjuma Family Office and sits on numerous Boards.