Private Foundation Services

We establish flexible foundation structures to assist with managing wealth, preserving assets and legacy planning.

Plan for the future with a private foundation

Families and individuals naturally want to preserve and protect their wealth and ensure the smooth transition from the founding generation to the next.

However, doing so effectively and efficiently isn’t always easy.

Foundations are an attractive platform that allows its founders to bestow assets, separating founders from the ownership of assets for wealth protection and tax efficiency. Foundations 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 allow local and international families as well as family offices to structure their business and succession planning arrangements efficiently for the next generation.

We establish and administer a tailored investment foundation that fulfils wealth planning ambitions and legacy plans while meeting the Founders requirements which can often be hardwired into the Foundation, as well as complying with all regulatory requirements.

How we help

Private foundation services

Formation and administration

We assist with the formation and ongoing administration services for all types of foundations.

Private foundation services

We provide your foundation with a business address and ancillary services to support the legal seat of a foundation being in the correct location.

Provision of council members and other officers

Depending on your needs we provide one or more directors to act as council members in accordance with the foundation charter and relevant foundation law.

Provision of guardian

We provide foundations with a guardian to oversee council decisions.

Statutory obligations

We maintain all statutory records and execute on all statutory obligations.

Accounting, compliance and financial reporting

We support foundations with tax compliance, economic substance rules, GDPR, CRS, FATCA, reporting and general compliance with corporate governance needs.

Why Ocorian?

Award-winning team

Guided by your objectives and wishes, our dedicated and discreet team proactively works to earn your trust and respect, and those of the wider professional network.
Experience

Private client is the longest standing service line at Ocorian working alongside second and third generation families – it is at the core of what we do.
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.