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Offshore Foundations

 

“Foundations are a very important component in family asset protection”

 
 
» Offshore Foundation Overview
» Different Types of Foundations
» The Bahamian Foundations
» The Panamanian Foundation
» Why choose OCRA Worldwide as your Foundation Provider
» How to set up an Offshore Foundation
» What are the costs?
 
 
How to set up an Offshore Foundation
 
The process of establishing a Foundation is relatively straight forward and is not dissimilar to that of setting up a Company. There are three basic components that make up a Foundation:
  • Founder (the person who gifts assets to the Foundation)
  • Foundation Council (the officers who manage the Foundation)
  • Beneficiaries (the individuals or institutions who benefit from the
    Foundation assets)

The Founder established the Foundation for a specific purpose. The purposes are contained within the Foundation Charter and articles. The Founder then appoints a Foundation Council too oversee and manage the Foundations assets in accordance with his/her wishes. From time to time the Foundation Council as directed would distribute the assets, or a proportion thereof to the beneficiaries.

Should you wish to discuss the establishment of a Foundation in more detail please contact our Isle of Man or London offices who will be pleased to assist.

Follow the instructions below to apply for our Foundation Services

Please click on the link below to complete an online questionnaire

»  Online Foundation Services Questionnaire

If you would prefer to complete and submit a questionnaire by Fax or E-mail, Please download the relevant file format below:

»  Bahamian Foundation Services Questionnaire (PDF Format)

»  Panamanian Foundation Services Questionnaire (PDF Format)

If you have already spoken to a consultant and have a detailed understanding of your requirements. Please download the relevant file format below and send the completed order form to the consultant handling your affairs.

»  Bahamian Foundation Services Order Form (MS Word Format)
»  Bahamian Foundation Services Order Form (PDF Format)

»  Panamanian Foundation Services Order Form (MS Word Format)
»  Panamanian Foundation Services Order Form (PDF Format)

 

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