Whether you are looking to establish a charitable foundation in your family's name—or you live in a civil law country and need a succession planning vehicle for private or family purposes—we can deliver a flexible and creative solution to meet your needs.
By law, a foundation is defined as an independent legal entity with a constitution and board of directors. Control over the foundation resides with the board, and may be impacted by an agreement between you (as the founder) and the board.
Below are just two examples of how foundations may be used:
The information below is intended as an overview only. Arrangements are tailored to suit each client's individual needs and requirements.
Long-term charitable giving
If you or your family wish to make a meaningful and long-lasting contribution for a charitable purpose, a foundation could allow you to achieve your goals while also maximizing your tax and estate planning benefits.
Succession planning
If you live in a civil law country, you may be able to use a foundation to distribute assets to your intended beneficiaries. And while a foundation will not allow you to completely overcome forced heirship issues (if applicable in your country), a foundation may be able to help you control and transfer the portion of your estate that is exempt from forced heirship.
Talk to Us
We can help you explore whether a foundation or other fiduciary structure is right for your needs.
