Private Foundation Services

What are Private Foundation Services?

Private foundations offer the flexibility and benefits of both companies and trusts, making them an attractive option for succession and estate planning. They provide a unique legal structure that allows founders to bestow assets while separating ownership for wealth protection and tax efficiency. Foundations can be established for specific purposes, whether charitable, non-charitable, or both, and are ideal for family wealth and succession planning, philanthropy, and holding structures for businesses and investments.

Our Services

At Equiom, we specialise in creating and administering tailored private foundations that meet your wealth planning ambitions and legacy goals. Our experienced team ensures that your foundation complies with all regulatory requirements while fulfilling the founder's specific needs. Our services include:

Foundation Formation and Administration: We assist with the formation and ongoing administration of all types of foundations
Business Address and Ancillary Services: We provide your foundation with a business address and support the legal seat of the foundation in the correct location
Provision of Council Members and Officers: Depending on your needs, we provide one or more directors to act as council members in accordance with the foundation charter and relevant laws
Provision of Guardian: We appoint a guardian to oversee council decisions, ensuring the foundation operates according to the founder’s wishes
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 corporate governance needs

How We Can Help

We create tailored foundations to meet your specific needs, whether for succession and legacy planning, asset protection, philanthropy, or holding structures for real estate and businesses. Collaborating with your tax and legal advisors, we ensure your foundation aligns with your goals, securing your family's future and providing peace of mind.

Our comprehensive management services cover all mandatory requirements, including accounting and financial reporting, freeing you from administrative burdens. We also help preserve family businesses, ensuring continuity and avoiding asset dissolution through forced heirship, while supporting strategic ambitions. With over 45 years of experience serving private clients, Equiom is dedicated to building foundations that reflect your financial goals and values, ensuring a prosperous future for generations to come.

This content has been carefully prepared and is provided for general information purposes only. It offers a high-level overview of certain services available across the Equiom Group and does not constitute legal, tax, regulatory, investment or other professional advice.

Not all services are provided by every Equiom Group office or entity. For advice specific to your circumstances, please contact our team or an Equiom Group office of your choosing.