Private Wealth, Trusts & Foundations
Structuring private wealth, succession, trusts, and foundations for continuity across generations and jurisdictions.
A few examples of what we can handle
- Cross-border succession planning for private wealth, family assets, and closely held ownership interests
- Trusts, private foundations, and comparable vehicles used for succession, governance, control, and long-term continuity
- Intergenerational transfer of ownership in family assets, businesses, and investment structures
- Wills, succession instruments, beneficiary designations, and coordination of estate-planning documents across jurisdictions
- Forced-heirship, reserved-share, matrimonial-property, and other mandatory succession rules affecting private wealth
- Governance and control provisions for trusts and private foundations, including the roles of settlors, founders, trustees, protectors, councils, and beneficiaries
- Planning for minors, vulnerable beneficiaries, successive generations, and differing beneficiary interests
- Lifetime transfers, gifts, and other succession techniques used to prepare the transition of ownership before death
- Philanthropic and legacy structures, including private foundations, charitable vehicles, and donor-advised funds where appropriate
- Review and restructuring of existing trusts, foundations, succession arrangements, and ownership structures when family circumstances or applicable law changes
- Cross-border succession coordination where assets, heirs, beneficiaries, or legal instruments are spread across several jurisdictions
Plan the transition. Preserve control and continuity.
We begin by identifying what should pass, to whom, under what conditions, and with what degree of control retained during the transition. The analysis considers the family structure, the nature and location of the assets, the applicable succession rules, and the legal instruments available across the jurisdictions involved.
From there, we design or review the legal architecture for succession, whether through wills, trusts, private foundations, ownership arrangements, lifetime transfers, or a combination of these tools. Particular attention is given to control, beneficiary rights, mandatory heirship rules, governance, and the practical consequences of transferring wealth across generations.
The objective is a succession structure that is clear, legally coherent, and durable enough to carry the family’s intentions forward without creating unnecessary rigidity or conflict.
Plan who receives what, how, and under whose control.
Clarify beneficiaries, control, ownership, and succession before the transition has to happen.
Discuss wealth transfer