LIS for Foundations/Family Offices:

Perfect compliance. Elegant transfer. Full control.

Your Situation:

You are either a single-/ multi-family office or a foundation looking to reallocate a portion of your strategic asset allocation into alternative assets, or your investors (family members) are spread in different jurisdictions and want a regulated vehicle to bundle the family‘s assets into an efficient investment vehicle.

Challenges /requirements

  • Ensure tax and regulatory compliance for the investors
  • Reduce complexity by bundling the assets into one vehicle
  • Control over the structure via family office or foundation
  • Simplified transfer of fund interests in case of inheritance or donations

LIS Solutions

Based on the above profile, LIS can offer the following services:

  • Delegated Management Company 
  • Multi-Investment Platform (Dedicated Fund Compartment) 
  • Securitisation Platform



Diana Vinarski

Director Client Service Management
T +352 26 34 56-67



James Kay-Hards

Director Ireland Branch
T +353 86 028 8883