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Trust and foundations
Flexible solutions tailored to your needs
When it comes to securing your future and that of your loved ones, proactive planning is key. Setting up a trust can safeguard your wealth and ensure it benefits those you care about, whether family members or employees. Similarly, establishing a charitable foundation allows you to make a lasting impact on causes important to you.
With our expertise, we can serve as your trusted trustee, helping you navigate the complexities of asset protection and philanthropic endeavors. Let us assist you in making informed decisions that will shape a better future.
Our solutions
Whether you’re an individual investor, entrepreneur or corporate executive, our client advisors are ready to help. We have a wide range of services available to fit your current wealth situation.
Asset Protection
Trusts can safeguard your family's assets from unforeseen circumstances like political instability, while also regulating income distribution to beneficiaries. This feature is particularly beneficial for young beneficiaries who may not yet have the skills to manage substantial funds, as well as for parents concerned about potential future divorces among their children.
Customized Trust Solutions
We will discuss your priorities and concerns, and collaborate with your legal and tax advisors to tailor a trust that meets your specific needs.
A Lasting Legacy
Establish a trust to preserve your family's wealth across generations and to contribute to charitable causes. Many charitable foundations operate through trusts, providing support to various philanthropic efforts.
Tax Efficiency
Setting up a trust can be tax-efficient under certain conditions, contingent upon guidance from a tax advisor who is knowledgeable about the applicable laws in your jurisdiction.
Adapting to Change
The needs of your beneficiaries may evolve, and trust laws in some jurisdictions provide flexibility to accommodate these changes. The settlor can periodically review these needs with the trustee to ensure the trust remains relevant and effective.
Maintaining Control
While trust law may allow the settlor some degree of control—such as appointing and removing trustees or managing assets—it’s important to consider how these powers align with your trust objectives. Although retaining certain powers can enhance flexibility, it’s crucial to determine their appropriateness based on your specific goals.
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Together, we can help you pursue your goals.
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