Initial assessment
A confidential conversation to understand the objective, context and fit.
Start a confidential conversationAdvisory
Continuity designed with purpose.
Strategic coordination for legitimate succession, family governance, asset holding, continuity, philanthropy and intergenerational planning.
Service components
Objectives, ownership and control mapping
Trust, foundation and holding-structure comparison
Succession and continuity planning coordination
Family investment and asset-holding structures
Governance and reserved-powers considerations
Risk segregation and group structuring
Philanthropic-structure coordination
Protector, council and service-provider mapping
Banking, substance and reporting considerations
Licensed legal, tax and fiduciary-provider coordination
Typical deliverables
Tangible outputs. Clear ownership.
Every mandate is tailored. The following outputs illustrate the structure of a typical engagement.
- 01Objectives and governance brief
- 02High-level options comparison
- 03Structure diagram
- 04Provider and jurisdiction shortlist
- 05Implementation roadmap
- 06Ongoing governance calendar
Engagement
A disciplined route from objective to outcome.
Scope and mandate
Clear boundaries, responsibilities, deliverables and commercial terms.
Information and analysis
Structured collection, option analysis, risk mapping and specialist input.
Execution coordination
Disciplined coordination of counterparties, providers and documentation.
Reporting and support
A documented outcome, clear reporting and continued support where required.
Who it is for
Designed around the people carrying the decision.
Ultra-high-net-worth familiesFamily officesBusiness-owning familiesInternational investorsPhilanthropic principals
Scope boundary
Trust, foundation, tax, estate and succession advice is jurisdiction-specific and must be provided by licensed legal, tax and fiduciary specialists.
Common questions
Clear boundaries, from the outset.
Are these structures designed for secrecy?+
No. Structures must serve legitimate succession, governance, continuity or investment purposes and comply with applicable tax, disclosure and beneficial-ownership rules.
Related capabilities
Begin the conversation
Discuss trusts, foundations & family structures in confidence.
Every engagement begins with a confidential conversation and a clearly defined scope.