Insights

Trusts, Foundations & Holding companies:
A comparative Framework for global family wealth structuring

The expansion of global private wealth is profoundly reshaping the way families manage, protect and transfer their assets. For entrepreneurial families, HNWIs and UHNWIs, the challenge is no longer limited to wealth creation, but increasingly concerns the ability to govern assets that span multiple jurisdiction...

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In the management of complex wealth, particularly where the Client maintains multiple banking relationships, exposure to several asset classes, different jurisdictions or a number of professional counterparties, it is essential to establish a decision-making process that is structured, coherent and capable of being monitored over time...

Wealth Advisor:
The Figure between the Client, the Bank and the Asset Manager

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