Trust Advisory

Service Offering:

IDP Consulting SA provides advisory services in wealth planning, with focus on trust structures, supporting clients in the understanding, evaluation and integration of such solutions within their overall wealth framework.

Strategies are developed in alignment with family objectives, succession considerations and the long-term preservation of assets, ensuring a coherent and well-structured approach to the management, transmission and growth of wealth over time.

• Assessment of wealth planning and succession consideration;

• Advisory on Trust structures and their implications;

• Evaluation of the suitability of wealth preservation, growth and transmission solutions;

• Integration of Trust structures within the overall wealth strategy;

• Coordination with specialised legal, tax and fiduciary professionals;

• Support in the definition of objectives and the selection of appropriate solutions;

• Supervision of existing structures and alignment with the client’s objectives.