Constitutional documents
Charter, by-laws, regulations and resolutions define the formal structure.
Foundation Governance
Governance, documentation and bankability for foundations.
A foundation is only as reliable as its ongoing order. Roles, decisions, asset flows and beneficiary information must be documented in a way banks and advisers can understand.
Governance questions
- Who controls, who benefits and who may amend the structure?
- Which bodies decide on investments, distributions, donations, loans and appointments?
- How are conflicts, deadlock, reporting and succession of offices handled?
- Can the governance story be explained to banks, advisers and family members?
Documentation layers
Decision records
Board, council and committee records should match actual decisions and payments.
Banking file
Beneficial ownership, source of wealth, source of funds and purpose evidence must be consistent.
Output
- Governance map and decision-route review.
- Document list for bodies, administrators and banks.
- Risk points for tax classification and control.
- Implementation and ongoing review calendar.