Foundations

A Strategic Wealth Management Solution for Asset Protection and Legacy Planning
Key Advantages of a Foundation
Foundation Jurisdictions
Foundations as a Key Component of a Family Office
Comprehensive Foundation Solutions

A Strategic Wealth Management Solution for Asset Protection and Legacy Planning

At Shallon CSP, we specialise in the establishment, administration, and governance of foundations, offering high-net-worth individuals (HNWIs), family offices, and corporate entities tailored solutions for asset protection, wealth preservation, succession planning, and philanthropic initiatives.

A foundation provides a flexible and structured framework, combining the benefits of common law trust principleswith the operational autonomy of a corporate entity. This makes it an ideal vehicle for wealth structuring, estate planning, and governance, ensuring assets are safeguarded for future generations.

Key Advantages of a Foundation

✔ Asset Protection – Safeguards assets from legal claims, creditors, and political or economic instability.
✔ Succession Planning – Ensures structured intergenerational wealth transfer with clear governance mechanisms.
✔ Legal Personality – Unlike a trust, a foundation has separate legal identity, enabling it to own assets, enter into contracts, and conduct transactions.
✔ Privacy & Confidentiality – Beneficiaries’ details remain protected, ensuring discretion in wealth management.
✔ Tax Efficiency – Certain jurisdictions offer tax-neutral benefits, making foundations an effective wealth structuring tool.
✔ Philanthropy & Charitable Giving – Enables structured and legally compliant charitable contributions.

Foundation Jurisdictions

Shallon CSP provides expert advisory and structuring services in leading foundation jurisdictions, with a particular focus on RAK ICC and ADGM, ensuring full regulatory compliance, asset protection, and governance.

RAK ICC Foundations (Ras Al Khaimah International Corporate Centre)

Common Law Framework – Governed by the RAK ICC Foundations Regulations, based on internationally recognised legal principles.
Comprehensive Asset Protection – Assets are ring-fenced to shield them from third-party claims, creditors, and forced heirship rules.
Flexible Structuring – Ideal for family wealth management, estate planning, corporate structuring, and charitable foundations.
Privacy & Confidentiality – RAK ICC ensures that details of beneficiaries and governance structures remain confidential.
Tax Advantages – RAK ICC Foundations benefit from a zero-tax regime, aligning with global wealth planning strategies.
Integration with Family Offices – Foundations are frequently incorporated within family office structures, centralising wealth governance, legacy planning, and intergenerational wealth transfers.

ADGM Foundations (Abu Dhabi Global Market)

Established Common Law Jurisdiction – Regulated by the ADGM Foundations Regulations, ensuring international recognition and credibility.
Enhanced Asset Protection – Foundations provide legal certainty, shielding assets from external claims, personal liabilities, and forced heirship.
Customised Governance – Tailored charters and by-laws provide founders with significant control over the structure and purpose of the foundation.
Strong Regulatory Oversight – ADGM’s regulatory framework ensures transparency, compliance, and long-term legal certainty.
Ideal for Wealth & Philanthropic Planning – ADGM Foundations are widely used for succession planning, family wealth management, and structured philanthropic initiatives.
Recognition in International Transactions – ADGM’s common law framework ensures that foundations are respected in global financial markets and wealth management structures.

Foundations as a Key Component of a Family Office

Incorporating a foundation within a family office structure provides a robust and legally secure framework for managing wealth across generations. Key benefits include:

Structured Governance – Establishes clear wealth management and family governance policies.
Continuity & Control – Ensures long-term financial stability while preserving family values and legacy.
Asset Ring-Fencing – Protects family wealth from potential legal challenges, disputes, and external liabilities.
Philanthropic Structuring – Enables strategic and tax-efficient charitable contributions, ensuring compliance with international regulations.

Comprehensive Foundation Solutions

Shallon CSP provides end-to-end foundation structuring, including:

Foundation Charter & By-Laws Drafting – Ensuring compliance with RAK ICC and ADGM regulations while aligning with the founder’s objectives.
Appointment of Council Members & Guardians – Structuring governance frameworks with trusted fiduciaries.
Regulatory Compliance & Ongoing Administration – Managing ongoing legal and reporting obligations.
Asset Transfers & Structuring – Advising on cross-border asset transfers, tax structuring, and compliance considerations.
Philanthropic Planning – Structuring charitable foundations to facilitate long-term philanthropic objectives.

Secure Your Legacy with Confidence

For expert guidance on RAK ICC or ADGM Foundations, contact Shallon CSP today. Our team will provide comprehensive advice on structuring, governance, and regulatory compliance, ensuring a legally sound and future-proofed approach to wealth management.

Why Choose Shallon CSP?

At Shallon CSP, we combine deep expertise in wealth structuring with a strategic and regulatory-driven approach, ensuring that RAK ICC and ADGM Foundations are established and administered to the highest professional standards. Our tailored solutions support HNWIs, family offices, and corporate clients in achieving long-term asset protection, structured succession planning, and governance excellence.