Foundations & Legacy Structures

Secure, Plan, and Preserve

Purpose-Driven Structures for Future-Proof Strategies

At Montclare Capital Partners, we help you protect what you’ve built—and plan for what comes next. Whether you’re an entrepreneur, investor, or high-net-worth individual, our use of foundations (stichtingen) and related entities enables you to separate control from ownership, manage succession across generations, and design tax-efficient legacy solutions.

These are not off-the-shelf tools—they are carefully structured frameworks, personalized to your life, business, and vision.

Our Services

Why Foundations Matter

I. Protect assets from personal, political, or commercial risk.
II. Transfer wealth or control gradually, securely, and on your terms.
III. Support cross-border families with clear legal governance.
IV. Separate economic benefit from day-to-day management.
V. Build legacy structures for philanthropy, investment, or continuity.

Where and How We Operate

We support the design and implementation of foundations in:

I. The Netherlands – Stichting, Stichting Administratiekantoor (STAK), and hybrid setups.
II. Switzerland – Foundations for wealth planning and philanthropic goals.
III. Liechtenstein & Luxembourg – Structures for EU regulatory alignment.
IV. Spain & Italy – Legacy-friendly tools for local and foreign families.
V. Latin America – Local needs, international structure (Uruguay, Panama, Chile).

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.

Ideal For:

I. Business owners planning for generational succession.
II. Families with international assets and heirs..
III. Entrepreneurs in volatile sectors or regions..
IV. Philanthropic individuals seeking long-term impact..
V. Private investors wanting to separate control from ownership.

Why Montclare?

I. Multilingual advisors with legal, tax, and human insight.

II. Seamless collaboration with your lawyers and family office.

III. Structures that evolve as your life and business evolve.

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

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