Private Foundation Services

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. 

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing. 

Other related services

• Wealth Structuring & Succession Planning

• Trustee & Fiduciary Services

• Family Office Services

• Financial Accounting & Reporting Services

• Direct & Indirect Tax Compliance and Advisory Services

• Wills, Will Trusts, Probate, Executorship Services