Offshore Estate Planning with Foundations, Trusts & Companies

Preserve and protect your wealth across generations with strategic offshore estate planning solutions. At SCG Fund Services, we specialize in structuring offshore foundations, trusts, and international business companies (IBCs) in top-tier jurisdictions including the Bahamas, Panama, Cayman Islands, and British Virgin Islands (BVI).

Why Offshore Estate Planning?

Offshore estate planning offers a powerful combination of asset protection, tax efficiency, confidentiality, and succession planning. Whether you’re planning for your family’s future, protecting your legacy, or diversifying risk, our offshore structures are designed to provide long-term security and flexibility.

Offshore Foundations

An offshore foundation is a hybrid legal structure that combines features of trusts and companies. It is ideal for high-net-worth individuals and families seeking to:

• Protect family wealth from political or legal risks
• Control how assets are distributed across generations
• Establish philanthropic or legacy-based goals
• We offer foundation establishment and administration in:

Panama Foundations – Popular for their asset protection and private wealth structuring benefits.

Bahamas Foundations – Fully compliant with Common Reporting Standards (CRS) and ideal for global estate planning.

Offshore Trusts

Offshore trusts are one of the most flexible and confidential tools in estate planning. Trusts allow for the separation of legal ownership from beneficial enjoyment, which can reduce exposure to creditors, minimize tax liabilities, and ensure that your wishes are carried out exactly as intended.

SCG assists with the creation and ongoing management of:

• Discretionary Trusts
• Purpose Trusts
• Asset Protection Trusts

We specialize in establishing trusts in:

• Bahamas – Ideal for discretionary and purpose trusts with modern legislation.
• Cayman Islands – Known for legal robustness and privacy.
• British Virgin Islands – Flexible trust laws with strong confidentiality protections.

Offshore Companies for Estate Planning

Incorporating an offshore company alongside a trust or foundation can enhance privacy, control, and tax planning strategies. Offshore companies can be used to hold investment portfolios, real estate, intellectual property, or operating businesses.

We assist clients in forming and managing IBCs in:

• British Virgin Islands – One of the most popular IBC jurisdictions globally, offering simplicity and cost-effectiveness.
• Panama – Strategic jurisdiction with strong banking infrastructure.
• Bahamas & Cayman Islands – Prestigious and compliant options for holding global assets.

Our Services Include:

• Jurisdictional planning and legal structure design
• Drafting of trust deeds, foundation charters, and company articles
• Appointment of professional trustees and foundation councils
• Ongoing administration, compliance, and reporting
• Multi-jurisdictional strategies for global families

Why Choose SCG Fund Services?

With over 20 years of experience, SCG Fund Services delivers tailored offshore estate planning solutions to clients around the world. Our team of experts ensures full compliance with international regulations while helping you protect your legacy with discretion and precision.