Trusts and foundations

Safeguard what you’ve built

You’ve worked hard to build your wealth. Now it’s time to protect it.

Tax changes, a change in your marital status and unexpected claims can complicate your plans. We help you safeguard what matters through trusts and fiduciary solutions built for today and tomorrow.

We’ll guide you through your options, answer your questions and help make sure any plans align with your living, estate and philanthropic goals. You can rely on our expertise every step of the way.

Trusts

A trust is a legal relationship created when you (the settlor) transfer ownership of certain assets to another person or company (the trustee). The trustee then manages and administers those assets in the best interests of the beneficiaries of the trust, which may include you. This arrangement can help you:

Provide for your heirs

Enjoy peace of mind by planning for your wealth to pass to your chosen heirs in a timely and confidential way, consistent with your wishes.

Preserve and protect your wealth

Minimise the impact of unforeseen life events, claims and other liabilities on the value and structure of your estate.

Enjoy privacy over your business and financial interests

Keep details regarding the value of your estate and perhaps the identity of your chosen heirs confidential during your lifetime and after your death.

Manage your estate

Simplify the process of managing a large personal estate, particularly where you have assets in multiple countries.

Companies for limited liability

Often used in conjunction with trusts, a company is an independent legal entity that can own property and transact in its own name. The key characteristic of a company is limited liability, which means the owner’s liability is limited to the amount invested.

Foundations

A foundation is an independent legal entity with its own constitution and board of directors. Control over the foundation resides with the board, and it may be affected by an agreement between you (as the founder) and the board.

A foundation can offer similar benefits to trusts – particularly for substantial philanthropic gifts.

We’ll help you decide if a foundation aligns with your goals.