For many wealthy families, philanthropy is about more than just giving—it is about building a legacy. Establishing a charitable foundation provides a structured and enduring way to support meaningful causes while also serving as a key element of estate and inheritance planning.
Why Switzerland?
Switzerland has long been recognised as a leading jurisdiction for the establishment and management of charitable foundations. The country offers:
✔ A strong legal framework, ensuring transparency and good governance
✔ A stable political and economic environment
✔ A world-class financial and regulatory infrastructure
✔ International credibility, making Swiss foundations attractive to global donors and beneficiaries
Switzerland is home to over 13,000 charitable foundations, collectively managing around CHF 100 billion in assets. These foundations support a wide range of causes, from education and medical research to environmental conservation and social initiatives.
Philanthropy as Part of Wealth Planning
A well-structured charitable foundation is not just a philanthropic vehicle—it can also serve as a valuable tool in estate planning. Many families integrate foundations into their inheritance strategies to:
✅ Ensure their legacy endures across generations
✅ Uphold family values and a shared mission
✅ Optimise tax efficiency (Swiss charitable foundations benefit from significant tax advantages)
✅ Involve younger generations in philanthropy in a structured and meaningful way
The Importance of Professional Management
While the vision for a foundation comes from the family, professional governance is crucial to ensure it operates effectively, remains compliant, and achieves its mission. Experienced professionals assist with:
🔹 Structuring the foundation in line with Swiss legal and regulatory requirements
🔹 Managing assets responsibly, ensuring sustainability and long-term impact
🔹 Overseeing governance and reporting to maintain transparency
🔹 Maximising the efficiency of charitable contributions
A Swiss-Based Philanthropic Success Story
A prime example is the Swiss Red Cross, one of the most recognised humanitarian organisations in the world. Founded in Switzerland in 1866, it has set the standard for effective charitable governance and long-term impact. Many families choose Switzerland as the base for their own foundations, benefiting from its expertise in managing and scaling philanthropic initiatives.
If you are considering a structured and impactful approach to philanthropy, Switzerland offers an ideal environment to establish a charitable foundation that stands the test of time.