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Keep the family wealth on your terms

Move assets out of personal ownership into a Panama foundation and set the rules for succession.

From $4,890Final scope is confirmed on the call.
Check whether it fits
Panama City skyline representing a private interest foundation for family wealth

Who this is for

Use it when control, succession, and separation from personal ownership matter. Skip it when a will or an operating company already solves the problem.

This is for you if any of these fit

  • Families with real assets and a succession problem they do not want left to a will.
  • People worried about lawsuits, divorce, or political risk at home.
  • Anyone tired of public probate and forced heirship.
  • Clients who already have, or want, a company sitting under the foundation.

The trade-offs

  • Simple local assets where a basic will is enough.
  • Active trading. That needs a company, not a foundation.
  • Anyone hoping to hide assets from lawful claims.

Why a foundation

The foundation holds the assets under private rules. You define who benefits, who makes decisions, and what happens when family circumstances change.

Assets leave your personal name

What the foundation holds is generally separate from your personal creditors, with the usual anti-fraud limits.

No public probate fight

Who gets what stays in private rules. The family does not have to air it in court.

You might stay involved

You can sit on the council and keep a say, but then you are not anonymous. Or use a nominee council so the foundation stays private, and stay on as protector with a veto if needed.

Your rules, not the home country’s

Used correctly, it can bypass rigid heirship so the people you choose actually inherit.

One vehicle for accounts and shares

The foundation can hold bank accounts, investments, and company shares in its own name.

Panama does not tax most foreign assets

Foreign-source income and many transfers are typically outside Panama tax.

Panama City skyline at sunset, representing Panama foundation planningPanama City skyline at sunset, representing Panama foundation planning

What the setup includes

  • A fit check against your family

    We only file if the assets and the family story actually need a foundation.

  • Your rules, written down

    You define who benefits, who decides, and how the foundation should sit next to any company you own.

  • The legal setup in Panama

    Our Panamanian legal team creates the legal vehicle. We coordinate the scope, documents, and delivery.

  • Alignment with a company if you have one

    Many families let the foundation own the operational company. We only do that when it helps.

  • A plan for later changes

    We prepare you to handle later changes to the foundation bylaws after setup, if needed.

From family goals to a working structure

We settle the purpose and rules before anything is filed. You then receive the foundation documents.

  1. The call

    One call

    We check whether a foundation is the right tool, or if a will or a company is enough.

    Shared

  2. The rules

    A few days

    You define who benefits, who decides, and how the foundation should sit next to any operational company.

    Shared

  3. Formation

    1 to 2 weeks

    Our Panamanian legal team creates the foundation. You do not need to travel. We keep you informed and send the documents when they are ready.

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  4. After delivery

    Ongoing

    We prepare you to handle later bylaw changes if needed, and stay reachable for yearly upkeep.

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These are typical ranges. We confirm current timing on the call.

Questions before you create a foundation

The important distinctions are what it owns, what it does not replace, and what continues after formation.

No. A company trades and invoices. A foundation protects and passes on wealth. Many families use both, with the foundation owning the company.
No. It can keep family details private and shield lawful wealth. It does not hide assets from legitimate claims.
No. Residency is a place to live. A foundation is a box for wealth. We say so if someone is mixing the two.
The setup starts at $4,890. Annual maintenance, external costs, and any connected company work are quoted separately before you proceed.
Yes. That is a common setup. The company does the business. The foundation holds the shares for the family.

Find out whether your family needs this structure

Book a free call. We will tell you if a foundation is justified, what the starting fee covers, and which advice must come from your home country.

  • Start with the assets and family

    We look at what you want to protect, who should benefit, and where everyone is tax resident.

  • Leave with one recommendation

    You will know whether a foundation, company, simpler will, or no new structure is the sensible next step.

  • See the full cost before filing

    We separate formation, annual maintenance, external advice, and any connected service.