Select Page

How to deal with the family business, finances and disputes?

How to deal with the family business, finances and disputes? 1. Family Business Management 1.1 Sound Management A Family business is the pillar of Family assets. A special attention should be given to it in a Family Charter. Who manages the Family Business? Family...

Common pitfalls with a USA Family Trust

Common pitfalls with a USA Family Trust Structure your real estate investments to preserve your assets on a tax-effective basis. If you are acquiring a vacation home in the USA, you can avoid common pitfalls and take full advantage of opportunities by using...

Divorce: Estate planning and trusts

Estate planning and trusts in the divorce context The creation of trusts for estate planning purposes or for tax purposes In terms of South African statutory provisions, trust assets vest in a trustee of a trust in his/her capacity as trustee – held separately from...

Anguilla Foundation for protecting your wealth and estate

The History of the Anguilla Foundation The Anguilla Foundation is a versatile platform for Estate Planning and Asset Protection The Anguilla Foundation finds its roots in the common law trust and, over the centuries, particularly thanks to the Liechtenstein, Austria...

What you need to know about setting up an Anguilla Foundation

The formalities for creating an Anguilla Foundation are almost as simple as creating an Anguilla Trust, with only a few more formalities for compliance purposes, but essentially not difficult. An Anguilla foundation is established by a natural or legal person making a...

Principal Residence Trust

Setting up a trust to hold a family home can provide tax benefits and asset protection. The family home is often one of the key family assets. It can be the object of friction among family members, and be subject to tax on sale or death, unless proper planning is...