Foundations & Legacy Structures

Purpose-Driven Structures for Future-Proof Strategies

At Montclare Capital Partners, we help clients protect assets, manage succession, and build efficient legacy structures using foundations and related vehicles. We operate across key jurisdictions — from Dutch stichtingen, known for their flexibility and confidentiality, to Luxembourg’s EU-compliant fondations patrimoniales.

In Liechtenstein, we rely on robust asset protection laws, while Switzerland offers optimal conditions for philanthropic purposes. We also structure legacy solutions in Spain, Dubai, and Panama, depending on tax and regulatory objectives.

Our Services

Why Foundations Matter

At Montclare, we use foundations to solve complex problems: protect assets from political or personal exposure, plan transitions without losing control, and structure your legacy with full legal clarity. Whether for international families, entrepreneurs, or discreet investors, foundations allow you to separate ownership from benefit, and ensure your vision endures—beyond borders and generations.

Where we Operate

We support the design and implementation of foundations: In the Netherlands, we use STAKs and hybrid entities to help families separate control from ownership. In Switzerland, we design philanthropic vehicles with a legacy mindset. In Liechtenstein and Luxembourg, we align with Europe’s most advanced regulatory frameworks. In Spain and Italy, we structure foundations that respect both local traditions and international needs. And in Latin America, we navigate jurisdictions like Uruguay, Panama, and Chile to create efficient, compliant, and future-proof structures.

What We Offer

I. Strategic Design

I. Goal-mapping sessions to define your control, governance, and transfer wishes.

II. Cross-jurisdictional input to align with tax, legal, and compliance frameworks.

III. Education and onboarding for beneficiaries, trustees, and advisors.

II. Setup & Coordination

I. Foundation formation with local notaries or trust service providers.

II. Banking and asset structuring aligned with your goals.

III. Governance documents that balance control and flexibility.

III. Ongoing Management

I. Annual reviews of structure effectiveness.

II. Support for foundation boards and stakeholders.

III. Succession events: leadership transitions, inheritance, sale of assets.

Why Montclare?

We don’t just speak your language—we understand your world. At Montclare, our multilingual advisors bring together legal depth, tax clarity, and human insight.
We integrate seamlessly with your existing advisors—your lawyers, notaries, and family office—so that every piece fits.
And as your life evolves, so do the structures we design. Because legacy isn’t static. It’s alive, just like you.

Let’s turn complexity into clarity—and legacy into strategy.

contact@montclarecapital.com | www.montclarecapital.com.