Solutions for those less familiar with the common law concept of trusteeship

Forward Philanthropy

We fully understand each and every one of our clients in an individual and will have a different set of circumstances to consider, we can help assess your aims to achieve the best outcomes.

Foundations are used typically by those with a background in civil law in the context of philanthropic activity, a foundation is an incorporated body with separate legal personality with the ability to hold assets and transact.

These flexible structures are used widely and effectively by families across the globe looking for an efficient mechanism to transfer wealth from one generation to the next. 

Founder created and operated by a trusted council in accordance with the stated objects, foundations have features in common with both trusts and companies and hold a wide variety of assets directly or indirectly. 

Each is tailored to specific objectives and needs of the client from wealth preservation, philanthropic priorities, asset protection, tax planning or corporate structuring.

These are supported by internationally recognised regulation, stability and are Governed by the Foundations (Jersey) Law. Jersey foundations have a legal and regulatory background of checks and balances. 

Our extensive experience in creating and administering fiduciary structures, our team of experts will assist with the creation and continuing administration of foundations whatever the structure or planning solution.

Our services include:

  • Formation and acting as council members of the foundation
  • Provision of qualified member for charitable foundations
  • Provision of business address
  • Full accounting and financial reporting
  • Maintenance of statutory records
  • Management of all compliance related reporting e.g. FATCA & CRS


  • Internationally recognised for inter-generational wealth transfer
  • Separate legal personality of each foundation
  • Tailored in line with each client’s situation and objectives
  • Access to a highly experienced team of professionals
  • Civil law solution translated into common law
  • Orphan vehicle for funds, SPVs & private trust companies

Main Contacts

Simon Voisin

Simon Voisin


t: 01534 715432

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Yvonne Holbrey

Yvonne Holbrey

Senior Client Manager

t: 01534 715443

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