Trust & Holding Advisory

Service Offering:

IDP Consulting SA provides advisory services in wealth planning, with focus on Trust structures and Holding companies, 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, succession and corporate structuring consideration;

• Focused Advisory on Trust structures and Holding companies and their wealth planning implications;

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

• Integration of Trust and Holding structures within the overall wealth strategy;

• Coordination with specialised legal, tax and fiduciary professionals;

• Support in the definition of family, succession and wealth governance objectives;

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

Related Insights

• Trusts, Foundations and Holding companies: A comparative framework for global family wealth structuring