Family Office Alliance
Assess jurisdiction, purpose and holding needs
Organise the facts, identify conditions and coordinate the appropriate professional review.
Foundation · Offshore Foundation Services
Offshore Foundations
Build an enduring structure for assets and responsibility.
Build an enduring structure for assets and responsibility.
Understand the service. Clarify conditions. Prepare the next step.
IS THIS YOUR SITUATION?
Build an enduring structure for assets and responsibility.
Organise foundation purposes, governance and beneficiaries, coordinating establishment, banking and ongoing administration.
Map founder, council, guardian and beneficiary roles
Organise the facts, identify conditions and coordinate the appropriate professional review.
Coordinate charter, bylaws, authority and professional providers
Organise the facts, identify conditions and coordinate the appropriate professional review.
SERVICE & DELIVERY
What we help organise
- 01Assess jurisdiction, purpose and holding needs
- 02Map founder, council, guardian and beneficiary roles
- 03Coordinate charter, bylaws, authority and professional providers
- 04Prepare banking support, compliance calendars and governance records
Deliverable focus
A structured evidence directory, matters requiring verification and a proposed discussion pathway, with professional roles and execution conditions made clear.
YOUR NEXT ACTION
Prepare the facts
- Purpose and proposed assets
- Founder, council and beneficiary arrangements
- Identity, source records and existing structures
Review the checklist before deciding whether to submit a request.
A CLEAR WORKING PROCESS
From evidence to an arrangement.
01
Identify
Clarify objectives, purpose and timing.
02
Document
Match rights, sources and records.
03
Assess
Review institution and professional requirements.
04
Coordinate
Define responsibilities, stages and ongoing records.
QUESTIONS FOR THIS SERVICE
Questions worth clarifying.
Service-specific answers on suitability, evidence, review and next steps.
What goals may an offshore foundation serve?
Assess needs such as long-term holding, family governance, philanthropy or a defined purpose. Foundation regimes differ between jurisdictions; establish the objective and assets before deciding whether the structure fits the family’s management and succession needs.
How should a foundation be compared with a trust?
Compare legal form, ownership, management powers, beneficial arrangements, oversight and ongoing costs. Differences depend on the proposed jurisdiction and documents. Legal and tax advisers should assess the family’s circumstances rather than selecting by name alone.
What should governing documents clarify?
Define purpose, asset use, management authority, beneficiary or distribution conditions, amendment procedures and termination. Confirm what belongs in public registration and internal rules, keeping documents aligned with actual governance practices.
Who manages and oversees a foundation?
Identify the founder, council or management body, oversight roles and beneficial arrangements under the chosen regime. Map decisions, approvals and reporting access, including replacements and conflict-of-interest procedures.
How do asset contributions connect with bank onboarding?
Check transfer eligibility and authority first, then prepare formation and governance records, purpose and SOF/SOW evidence. Banks assess onboarding independently. Coordinate asset transfers, registrations and account arrangements as distinct project milestones.
What ongoing compliance needs planning?
Maintain registrations, accounting, tax, control and beneficial-interest information and relevant reporting under applicable requirements. Separate annual tasks from event-driven updates and allocate responsibilities among local professionals, management and the family.
How can family and philanthropic goals coexist?
Distinguish beneficiaries, spending purposes, decision powers and evaluation methods, then confirm permitted purposes and activities. If goals coexist, obtain professional structuring advice and clear records to avoid confusing assets and responsibilities.
What does a foundation assessment produce?
A purpose and role map, jurisdiction-comparison criteria, contribution conditions, governance-document priorities and maintenance budget. Then agree formation professionals and scope so the family can decide with a clear view of powers, costs and responsibilities.