Creation and Management of Trusts,
Foundations and Customized Structures
We support the establishment of trusts, foundations, and other tailored patrimonial structures, with headquarters in Switzerland or other jurisdictions, and governed by Swiss law or by the law of other jurisdictions, ensuring compliant and professional administration for optimal asset administration.
1. Asset Protection
Assets placed in a trust are segregated from the settlor’s personal estate, providing effective protection against claims from third parties or creditors. This mechanism ensures that the assets are safeguarded from unforeseen legal or financial risks.
2. Efficient Succession Planning
A trust allows for an orderly management of generational wealth transfer, ensuring that the settlor’s wishes are respected and minimizing potential conflicts among heirs. Additionally, it facilitates continuity in the management of family businesses, preserving the integrity and prosperity of the enterprise over time.
3. Flexibility and Adaptability
Thanks to its versatile nature, a trust can be tailored to meet specific needs, such as protecting vulnerable individuals, managing assets across jurisdictions, or achieving philanthropic goals. This flexibility makes it an ideal tool for addressing complex or evolving family situations.
4. Confidentiality
The trust structure ensures a high level of discretion, keeping information about assets and beneficiaries confidential. This aspect is particularly valued by individuals and families seeking to maintain privacy over their wealth matters.
5. Tax Efficiency
A trust, when properly structured, can provide significant tax advantages by optimizing the tax burden on wealth and inheritance. Professional advice is essential to ensure compliance with tax regulations and to maximize fiscal benefits.
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