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Private Wealth / 02
Trusts
We assess and coordinate trust structures for asset protection, administration, investment and orderly transitions.
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Design and review of trust arrangements
We assess the purpose, assets, trustee powers and beneficiary conditions. The scope distinguishes legal advice from the provision of trustee services by the appropriate provider.
Scope
Scope of our advice
We support the design and review of trusts, coordinating with trustees and defining powers and oversight mechanisms.
- 01Design of trust structures
- 02Selection of and coordination with trustees
- 03Terms, powers and control mechanisms
- 04Review and adaptation of existing trusts
When we add value
Appropriate control begins with precise instructions.
When selecting the structure
We assess the jurisdiction, trustee, assets and purpose to determine whether a trust is the right tool.
When defining powers and controls
We design authorisations, reporting, replacement mechanisms and limits that protect the purpose without paralysing administration.
When reviewing an existing structure
We assess performance, costs and suitability in light of changes in family circumstances, regulation or wealth.
Within Private Wealth
Related services.
Succession Planning
We organise assets, wishes and responsibilities to facilitate a predictable transfer of wealth that reflects family circumstances.
→ Private WealthAsset Protection
We assess risks and design lawful structures that separate functions, organise ownership and strengthen the continuity of wealth.
→ Private WealthFamily Governance
We help business-owning families define rules, governing bodies and conversations that protect the relationship between wealth, business and generations.
→
Contact
Let’s discuss the decision ahead.
A direct conversation allows us to understand the context and define a proportionate next step.
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