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Private Client
Trusts, foundations, and family-wealth structures, built to last across generations.
Trust formation and trusteeship, foundations, succession and family-office services. Technical work, personal relationships, structures designed to outlast the person who started them.
What's included
- 01
Trust establishment
- 02
Trusteeship
- 03
Foundation setup
- 04
Foundation council services
- 05
Succession structuring
- 06
Asset protection
- 07
Family-office reporting
- 08
Charitable structures
- 09
Beneficiary administration
- 10
FATCA / CRS reporting
- 11
Cross-jurisdiction coordination
- 12
Distribution administration
Designed For
HNWIs
Intergenerational wealth across multiple jurisdictions.
Family groups
Consolidating multi-jurisdiction holdings under one structure.
Civil-law clients
Foundation framework familiar from Continental traditions.
Philanthropic families
Charitable trusts and grant-making vehicles.
How we work
- 01
Discovery
Family, assets, jurisdictions, sensitivities. The structure follows the picture.
- 02
Choice
Trust, foundation, or both, guided by legal tradition and asset type.
- 03
Drafting
Trust deed or foundation charter, reviewed line-by-line before signature.
- 04
Settlement
Vehicle established, assets transferred, FATCA / CRS positions documented.
- 05
Continuity
Trustee or council meetings, distributions, succession on the founder's terms.
Vehicles we use
Markets we serve
Related services
Common questions
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Discuss your wealth structure
From trusts and foundations to succession planning, we'll design a structure that protects and grows your family's wealth across generations.