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Trust & Trustees

Foundations and Endowments

Create a foundation or endowment today to support your philanthropic goals and ensure a lasting impact, with private and confidential management under your terms.

Establish a Foundation or Endowment to Support Your Cause

Foundations and endowments are powerful tools for managing wealth and philanthropy, allowing individuals and families to support causes that matter to them. With expert advisory, a dedicated Board of Trustees, and tailored wealth management planning, we help you set up and manage a foundation that aligns with your values and objectives. Our services ensure your philanthropic legacy remains secure and impactful, now and in the future.

Features of our Foundation & Endowment Trust

By filing your last will and testament with us, you can guarantee that your estate is properly managed and your surviving relatives are taken care of.

Take care of your future
beneficiaries

  • Same as blind Trust above; but an inclusion of statutory charges in setting up a new foundation and Trustees may have full discretion subject to terms of the Trust deed
  • Family office and Philanthropy
  • Private and Confidential, administered by a Trust deed. Board of Trustee Advisory and Wealth management planning.
  • Attracts a setup fee and annual management fee
Speak to a trust advisor

Why Choose a
Foundation or
Endowment?

Private and Confidential

Foundations and endowments are managed privately, ensuring that your philanthropic efforts remain confidential and that your wishes are carried out without public disclosure.

Board of Trustees Advisory

Our Board of Trustees provides expert advisory services, ensuring that your foundation is aligned with your goals, and helping you make informed decisions about how to allocate resources for maximum impact.

Wealth Management Planning

We offer comprehensive wealth management planning to ensure that your foundation’s assets are preserved and managed wisely for future generations. This includes strategic investment and financial planning to sustain your foundation’s impact.

Full Trustee Discretion (Subject to Trust Deed)

Trustees may have full discretion in managing the foundation’s assets, subject to the terms outlined in the Trust Deed, ensuring that your intentions are respected while maintaining operational flexibility.

Why Choose a
Foundation or
Endowment?

Private and Confidential

Foundations and endowments are managed privately, ensuring that your philanthropic efforts remain confidential and that your wishes are carried out without public disclosure.

Board of Trustees Advisory

Our Board of Trustees provides expert advisory services, ensuring that your foundation is aligned with your goals, and helping you make informed decisions about how to allocate resources for maximum impact.

Wealth Management Planning

We offer comprehensive wealth management planning to ensure that your foundation’s assets are preserved and managed wisely for future generations. This includes strategic investment and financial planning to sustain your foundation’s impact.

Full Trustee Discretion (Subject to Trust Deed)

Trustees may have full discretion in managing the foundation’s assets, subject to the terms outlined in the Trust Deed, ensuring that your intentions are respected while maintaining operational flexibility.
Trust Advisor
[email protected]
+234 (1) 270 1680

Create Your Foundation or Endowment Today

Start a foundation or endowment to ensure your legacy endures. Whether you’re supporting education, health, or other causes, our team provides the expertise and confidentiality to manage your philanthropic efforts effectively.
Private and Confidential Management
Your foundation is managed with the utmost discretion and confidentiality.
Board of Trustees Advisory
Expert advisory services ensure your goals are met with strategic planning. 
Wealth Management Planning
Comprehensive planning ensures your foundation’s long-term sustainability. 
Full Trustee Discretion
Trustees manage assets according to your wishes, with full discretion subject to the Trust Deed.

Everything You
Need to Know

A foundation or endowment is a philanthropic organization created to manage and allocate funds to support charitable causes. It is typically administered by a Board of Trustees, and the funds are used in accordance with the objectives set by the founder.

A foundation or endowment works by pooling funds into a trust, which is then managed by Trustees. The funds are used to support charitable causes in line with the foundation’s mission, and the management process is guided by a Trust Deed to ensure that the founder’s wishes are respected.

Setting up a foundation or endowment involves creating a Trust Deed and appointing Trustees to manage the assets. We assist you throughout the process, ensuring that the foundation is established in line with your goals.

Setting up a foundation involves statutory charges and a setup fee. Additionally, an annual management fee is applicable to ensure ongoing support and administration.

Yes, the terms of the foundation or endowment can be modified, depending on the flexibility granted within the Trust Deed and the discretion of the Trustees.

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Lagos
27 Gerrad Road,
Ikoyi, Lagos State
Tel: +234 201 631 2940
Abuja
Oakland Centre
No 48, Aguiyi Ironsi Street
Maitama, Abuja FCT
Tel: +234 201 631 2954
Kano
No 7 Bompai Road,
Nasarawa, Kano.
Tel: +234 201 631 2947
Onitsha
109 Upper New Market Road,
Trinity Plaza DMGS
Roundabout, Onitsha,
Anambra State
+234 201 631 2969
Port harcourt
Plot F/4A Sani Abacha Road,
Opposite Bougainvillea Hotel,
GRA Phase 3, Port Harcourt,
Rivers state
Tel: +234 201 631 2952
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