A WORLDWIDE INITIATIVE OF INDEPENDENT EXPERTS
Family governance | Transfer of family business | Structuring the business | Family charter | Information and influence of family members | Control and finance of family assets | Estate planning | Inheritance tax | Foundations | Trusts | Family properties | Core family values | Family disputes | Matrimonial law | Emigration and immigration | Wealth protection | Will and living will | Family meetings | Philanthropy | Education of family members | Pre-marital and post-marital agreements | Real properties
Trusts
The advantages of private foundations
Foreign Private Foundations for Canadians A private foundation is a corporate entity with separate legal personality, but which has no owners, and therefore does not issue shares or other ownership interests. It is established by a founder who contributes initial...
Controlling your Trust
A Matter of Some Discretion: Controlling your Trust Two common reasons for the use of trusts in estate planning are to achieve tax efficiencies and to protect assets from potential creditors and claims. These are by no means the only reasons that trusts are utilized,...
Succession Planning in the UAE for Family Businesses
Succession Planning in the UAE for Family Businesses Family Businesses (“FBS”) are significant contributors to United Arab Emirates’s Gross Domestic Product (GDP), wealth creation and economic stability. However, research demonstrates that the survival rate of FBS...
Is Switzerland Introducing a Trust Law?
Is Switzerland Introducing a Trust Law? On a governmental level, the introduction of a Swiss law on trusts is currently being reviewed as Switzerland does not provide for a suitable instrument to be used for estate planning or asset protection purposes. Arguments for...
Checklist for protecting your family and wealth
Checklist for protecting your family and wealth "Operation Bridge" - How to best protect your family and wealth? Safety of families and their wealth is of paramount importance. To best protect that you can and should take care. To know that all is well we have made a...
Can I Create A Trust Under Swiss Law?
Can I Create A Trust Under Swiss Law? Switzerland does not have a law relating to trusts. However, it ratified the Hague Convention regarding trusts and agreed therefore to recognise trusts that are created in accordance to the convention. Switzerland, as a civil law...
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...
