About Us
Our Purpose
DIFC Structure
Operating under the DIFC’s robust, English common law-based legal and regulatory framework provides us with a stable, internationally recognized, and highly regulated structure critical for complex cross-border asset management, protection, and detailed succession planning. The Foundation structure, regulated by the independent DIFC Registrar of Foundations, ensures perpetuity, continuity, and professional administration of assets across generations. This framework imposes stringent requirements for corporate governance, compliance, and transparency, safeguarding the Foundation’s integrity and the beneficiaries’ interests.
Governance Structure of a DIFC Foundation
The Council
The Council is the primary governing and administrative body of the Foundation, similar to the board of directors in a company.
- Role: Responsible for carrying out the Foundation's objects, managing its assets, and ensuring compliance with the Foundation documentation (Charter and By-Laws) and DIFC laws.
- Composition: Typically includes a mix of professional third-party fiduciaries, legal experts, and often a representative of the Founding Family (though this is optional for independence).
The Guardian
The Guardian is a critical component that provides independent oversight, protecting the interests of the beneficiaries and the integrity of the Foundation’s purpose.
- Role: Supervises the Council's activities. The Guardian must approve specific, major decisions (e.g., changes to the Foundation's Charter, distributions to beneficiaries, sale of core assets).
- Standing: The Guardian must be independent of the Council and is usually a reputable corporate service provider or a trusted family advisor.
The Founder
- Role: Determines the Foundation's objects, names the first Council members and Guardian, and sets out the rules for asset management and distribution in the Charter and By-Laws.
- Control: Once established, the assets are owned by the Foundation, and the Founder's residual control is limited by the terms of the governing documents.
OUR APPROACH
Intergenerational Wealth Transfer
Strategic Philanthropy and Stewardship
Beyond traditional asset management, Vertex Foundation integrates a Stewardship philosophy into its operational core. We actively seek investment opportunities that not only generate superior financial returns but also align with Environmental, Social, and Governance (ESG) criteria. This commitment ensures that our capital contributes to sustainable growth and has a positive global impact. Our approach is defined by:
- Long-Term Value Creation: Focusing on intrinsic value and compounding growth over market cycles.
- Disciplined Oversight: Utilizing best-in-class risk management and continuous, professional governance.
- Active Stewardship: Engaging with portfolio companies to promote sustainable practices and ethical governance.
OUR HOLDINGS
Vertex Foundation maintains a highly diversified and strategically balanced portfolio across four core, global asset classes, aiming for optimal balanced growth, capital preservation, and superior risk-adjusted returns across varied market conditions.
Corporate & Private Equity
- Description: Strategic ownership and co-investment in operating companies across multiple global sectors, including FinTech, advanced manufacturing, sustainable energy, and high-growth services.
- Value Proposition: Provides steady, non-correlated returns, access to proprietary deal flow, and strategic diversification from public market volatility.
Real Estate Portfolio
- Description: A diversified global property portfolio including prime commercial office buildings, logistics/industrial hubs, high-end residential assets, and strategic land holdings in key international cities.
- Value Proposition: Focuses on capital preservation, inflation hedging, strong long-term fundamentals, and consistent rental income generation.
Investment Portfolio
- Description: Carefully selected, professionally managed investment opportunities in public equities, global fixed income securities, diversified hedge funds, and alternative investments.
- Value Proposition: Managed sustainable growth and optimal risk- adjusted returns within global capital markets, utilizing tactical asset allocation.
Impact & Social Capital
- Description: Direct investments and commitments in venture funds and organizations focused on innovation in health, education, and climate technology that deliver measurable, positive societal outcomes.
- Value Proposition: Aligns the Foundation's capital with its legacy mandate, generating both a financial return and a measurable social/environmental return (the "double bottom line").
Get in touch
Connect With Vertex Foundation
We welcome conversations focused on long-term stewardship, strategic philanthropy, and responsible capital deployment.
Call US
01234567895
Email US
info@example.com
Our Location
Unit GA-00-SZ-L1-RT-208, Level 1, Dubai UAE
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