Move assets out of personal ownership into a Panama foundation and set the rules for succession.
It makes sense when you want control of the assets, a split from personal ownership, and a succession plan.
The foundation holds the assets under rules you set. You decide who benefits, who makes the decisions, and what happens when the family situation changes.
Assets in the foundation are separate from your personal ownership. That protection does not cover transfers made to get ahead of creditors.
The rules say who gets what. The family does not have to sort it out in a public probate case.
Want a say on the council? Your name will be publicly linked to the foundation. Want privacy? You can appoint nominees to the council and take the role of protector with a veto.
The rules for how it runs and for succession are set in advance. You can define exactly how succession works, who benefits from the assets the foundation holds, and in what amount.
A foundation can own practically any type of asset. From bank accounts, through stock or real estate investments, to shares in companies.
Foreign income is generally not subject to Panama tax.
First we look at whether your assets and family situation actually need a foundation.
You set who receives the assets, who decides, and whether the foundation should hold company shares.
Our Panamanian legal team forms the foundation. We look after the scope, the documents, and the process.
The foundation can hold shares in an operating company. We will tell you whether that makes sense in your situation and, if it does, we will transfer the shares.
We explain how the bylaws can be changed later if your family situation or the assets under management change.
We settle the purpose and the rules before anything is filed. We then arrange formation of the foundation.
We check whether you need a foundation, or if a will is enough.
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You set who receives the assets, who will decide, and whether the foundation should own the shares of the operating company.
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Our Panamanian legal team forms the foundation. You do not need to travel.
Hacking Lives
We prepare you for later bylaw changes and agree on regular upkeep.
Hacking Lives
The times shown are typical estimates. How fast the offices process things can change over time. We confirm the current situation on the consultation.
We clarify what the foundation should hold, what it does not replace, and which duties remain after formation.
Book a free call. We will tell you whether a foundation makes sense for you, what the price includes, and what upkeep involves.
We will discuss what you want to protect and how, and who should be the beneficiary during your life and after it.
You will know whether the next step is a foundation, a company, a will, or none of them.
We separate formation, yearly upkeep, outside advice, and any follow-on services.