The idea
Continuity across generations — with governance attached.
Estate planning is no longer a simple will. International assets, operating businesses, and blended families need ownership and governance structures that survive change.
We coordinate trusts, foundations, and estate planning structures with specialist legal and tax advisers — aligned to the wider corporate and investment platform so succession and governance stay coherent.
What you get
Trust structures
Coordinate trust arrangements for asset protection, succession, and stewardship objectives.
Foundations
Foundation vehicles where jurisdiction and family goals make them appropriate.
Holding & estate maps
Align trusts and foundations with companies and investment vehicles.
Governance for successors
Decision frameworks that reduce dispute risk across generations.
Adviser orchestration
Legal and tax specialists coordinated with operational administration.
Lifecycle administration
Ongoing support so structures remain current after setup.
The path
How it typically unfolds
- 01
Objectives & family map
Clarify beneficiaries, assets, values, and risk concerns.
- 02
Structure options
Compare trusts, foundations, and corporate layers with advisers.
- 03
Implementation
Establish vehicles and transfer assets per counsel’s plan.
- 04
Governance embed
Install reporting, protector/board roles, and review cadence.
- 05
Stewardship
Administer and refresh as family and law evolve.
Built for
- UHNW families
- Business owners planning succession
- Cross-border estate holders
- Families coordinating philanthropy and wealth
What changes for you
- Clearer succession pathways
- Structures aligned to the wider entity stack
- Reduced fragmentation between advisers
- Governance that outlives the founding generation
