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.