The experience to help guide your foundation’s success
Foundations are increasingly being used for a wide variety of objectives, including philanthropic endeavours and succession planning. Whatever the aims of your foundation, the investment in its formation, management and day-to-day administration will prove critical to its long-term success.
Our team offers in-depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations and identifying the key foundation parties.
Our team offers in-depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations and identifying the key foundation parties.
Invest in our
far-sighted experience
Services we offer include:
- Provision of council members and qualified member of foundations
- Day-to-day administration, provision of registered address and accountancy and bookkeeping services for foundations
- Completion of all statutory work, including provision information for FATCA and CRS reports
- Assistance with and the facilitation of the composition of the foundation’s council and any ancillary committees, i.e., investment committees, including putting in place the required governance
Distinctly Different.
A tailored management approach
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Leading from the front
Reflecting the critical importance of the process, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
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