Private Trust

Trusts, foundations, and other wealth structures offer effective solutions for managing intricate family wealth. These structures serve to safeguard family businesses, ensuring privacy and independence in wealth management. Additionally, they foster continuity, preserving capital and facilitating financial benefits for family members across multiple generations.

Our tailored trusts and solutions are crafted to meet your specific needs and aspirations, providing a comprehensive global approach to wealth management.

Choosing the right trustee is a critical decision, akin to establishing a succession plan and creating the structure itself. Trustees bear personal responsibility and legal liability for the financial well-being of the trust fund. Thus, opting for a trustworthy trustee is paramount, as they will be tasked with safeguarding, managing, and distributing trust assets, with enduring consequences.

It is imperative to appoint a trustee with professional expertise in law and finance, as trusts may span generations, necessitating meticulous record-keeping and collaboration with legal, accounting, and other advisory professionals. The management of trusts and other structures may entail intricate financial and investment decisions, further underscoring the importance of a competent trustee.

A trust constitutes a confidential arrangement wherein you, as the settlor, transfer legal ownership of your assets (which then become trust assets) to the trustee. The trustee assumes responsibility for managing and holding the assets for the benefit of the beneficiaries, who may include you and your family.