FLIORE for foundations and trusts: keeping purpose visible
Updated: 2026-09
With foundations and trusts the question is less return than purpose: who is a beneficiary, which resolution supports a distribution, and is the separation from the family’s other wealth documented.
Foundations and trusts are not wealth containers like others. They carry a purpose, a defined beneficiary class, and a governance structure whose resolutions are the basis of every distribution. The relevant question is therefore rarely performance but permissibility and documentation.
In practice exactly that sits scattered. The deed and regulations in one place, board resolutions in minutes, the beneficiary class in the head of the long-serving officer, the distribution history in a spreadsheet. At a review, or when a board member changes, reconstructing the connection is laborious.
The third point is separation. Where a family holds directly owned wealth alongside foundations and trusts, it must stay clear what belongs to which structure and who may dispose of what. If that blurs in the presentation, errors arise that reach well beyond bookkeeping.
How it works
- 01
Create the foundation or trust as its own entity with a purpose
Run the structure as a standalone entity, linked to the persons and companies it relates to — not as a subfolder of family wealth.
- 02
Document the beneficiary class and beneficial owners
Record who is a beneficiary and who must be assessed as a beneficial owner under the governing jurisdiction.
- 03
Bind founding documents and regulations to the entity
Store the deed, articles and regulations versioned in the vault, so the governing version is not hunted in a mail thread.
- 04
File board resolutions as evidence
Keep minutes and resolutions where the structure sits, so every distribution stays connectable to its resolution.
- 05
Make separation from other wealth visible
Use look-through consolidation to show which wealth belongs to which structure, rather than reporting a total without attribution.
- 06
Schedule periodic reviews
Bind due controls on beneficiaries and beneficial owners to the entity, so a change of officers does not mean a loss of knowledge.
Why it fits here
FLIORE models trusts and foundations as standalone entities within linked structures — separation from other family wealth stays in the data model, not only in the presentation.
The versioned document vault binds deed, regulations and board resolutions to the structure; when officers change, the basis stays traceable.
Jurisdiction-specific UBO assessment bites exactly where trust and foundation structures become demanding across borders.
FAQ
Can FLIORE model foundations and trusts alongside companies?
Yes. Persons, companies, trusts and foundations are held as linked entities, with look-through consolidation across ownership layers.
How is the beneficiary class documented?
As part of the entity, together with the evidence and the assessment of beneficial owners under the governing jurisdiction.
Do board resolutions stay traceable?
Yes, through the versioned document vault and the audit trail. That matters particularly when board members change.
Does FLIORE replace legal review of a distribution?
No. FLIORE keeps structure, beneficiaries and resolutions traceable. Legal assessment stays with the responsible bodies and their advisers.
Where is the data held?
In Switzerland, in the Zurich region, with tenant isolation via row level security at the database layer.
FLIORE
FLIORE models trusts and foundations as standalone entities within linked structures — separation from other family wealth stays in the data model, not only in the presentation.
The versioned document vault binds deed, regulations and board resolutions to the structure; when officers change, the basis stays traceable.
Jurisdiction-specific UBO assessment bites exactly where trust and foundation structures become demanding across borders.