Plan for the future with a private foundation
In an increasingly complex world, families and individuals naturally want to preserve and protect their wealth.
However, doing so effectively and efficiently isn’t always easy.
A foundation is an independent legal entity that allows its founders to bestow assets, separating founders from the ownership of assets for wealth protection and tax efficiency. They are typically used for the purposes of family wealth and succession planning, philanthropic purposes, charitable causes, and holding structures for underlying businesses and investments.
They offer an attractive platform for local and international families as well as family offices to structure their business and succession planning arrangements and ensure the smooth transition from the founding generation to the next.
Ocorian’s private client team will establish and administer a tailored investment foundation that fulfils wealth planning ambitions and legacy plans while meeting all regulatory requirements.
How we help
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Secure your family's future
Whether it's for succession and legacy planning, asset protection or philanthropy, we will create the right foundation for you with the help of your tax and legal advisors.
Enjoy more downtime
We will maintain and administer your foundation and take care of all regulatory requirements.
Grow your business
We can help your family retain control of your business, ensuring business continuity, avoiding dissolution of assets of forced heirship, while enlisting professional support to take it to the next level.
Guided by your objectives and wishes, our team proactively works on behalf of you and your beneficiaries.
Private client is the longest standing service line at Ocorian and we are delighted to say we are now working with second and third generation families.
Attention to detail
Global regulations around foundations are developing all the time. Our legal and accounting experts will ensure your foundation remains in good standing.
We assist with the formation and ongoing administration services for all types of foundations.
We provide your foundation with a business address and ancillary services to support the legal seat of a foundation being in the correct location.
We provide one or more directors to act as council members in accordance with the foundation charter and relevant foundation law.
We provide foundations with a guardian to oversee council decisions.
We maintain all statutory records and execute on all statutory obligations.
We organise any distributions of foundation assets to beneficiaries or other related parties.
We support foundations with tax compliance, economic substance rules, GDPR, CRS, FATCA, reporting and general corporate governance compliance.
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