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Foundation Set-up & Administration

Looking to put in place a proper wealth planning structure, but feel uncomfortable using a trust structure? A foundation may prove a viable alternative.  

What is a foundation?

A foundation is an incorporated body that is able to transact, and to sue and be sued, in its own name. It acts through its council, which is the body charged to administer the foundation's assets and carry out its objects.

Foundations can also bring a significant degree of flexibility to wealth structuring - be it for succession and estate planning, as philanthropic entities, or for more specific purposes.

A foundation is seen as a viable alternative to the traditional trust structure for many high net worth individuals and families wishing to protect their wealth.

What we do

Our award-winning team can offer all a full range of establishment and administration services. We set-up and service offshore foundations, Jersey foundations and private trust companies (PTCs), all of which can facilitate tax planning, asset protection and succession planning. Depending on your needs, we can also serve on the Foundation Council and, for certain structures, can provide a guardian.  

With nearly 50 years' experience in private wealth planning, we work with you to create a bespoke solution to meet your specific structuring needs.

Our dedicated and discreet team can help you by:

  • Establishing the foundation
  • Providing a business address
  • Providing council members
  • Maintaining statutory records and executing statutory obligations
  • Handling accounting and financial reporting
  • Providing cash management, compliance services, and FATCA and CRS services
     

Our private client team have won the following awards:

  • Family Office Award - Citywealth 2018 and 2019
  • Tier 1 Trust Company 2019 - Eprivateclient
  • Best Specialist Fund Service Solution - Investment Week Fund Services Awards 2017
  • Risk and Compliance Award - ICSA Jersey 2017
  • Trust Company of the Year - STEP Private Client Award 2016
  • Trust Company of the Year - Citywealth Magic Circle Awards 2016

"Outstanding in every regard. The team at Ocorian are responsive, thorough and understand all the questions. They solve the issues whilst going well beyond expectations. There is real depth to the team and all individuals are continually informed so there is no disruption in service. That is a really big asset."

John House - Private Client

Connect with us

Grant Barbour

Managing Director - Private Client

Channel Islands

See bio
Kenny Curpen

Client Director - Private Client

Mauritius

See bio