Posts tagged with trusts

VIDEO amy-video
ARTICLE trusts-for-the-trusted2

Trusts for the trusted

Trusts are often used by parents to protect and preserve assets for beneficiaries who otherwise might not manage them well, but a trust can be valuable for sensible self supporting children too.

ARTICLE Studio shot of child's drawing of house and family and American currency

Selling your business

Whether or not to sell your business, and when to sell are among the most important decisions that you have to face as an owner.

ARTICLE iStock_000019160271Medium

So what is the family anyway?

The problem with ‘The Family’ is that there is no such thing, at least not when it comes to wealth management.

ARTICLE Trust, Colorful words hang on rope by wooden peg

Using trusts effectively

How can business-owning families use trusts to transfer ownership between generations, without demotivating and disengaging the next generation?

ARTICLE avoiding complexity

Avoiding unnecessary complexity

Over the years, I have seen clients become almost mesmerized by the intricate features of complex planning structures – multiple trusts, holding companies, interlocking entities, tiered partnerships, freeze or preferred return structures.

Who owns the assets in a trust? Most families who create a trust assume that “the family” or perhaps “the beneficiaries” own the assets, but in fact the trustee is the legal owner under common law.

What are the pros and cons of shares in a privately owned family company being held by trustees on behalf of family members, rather than being owned and controlled directly by family members?

Get in touch

Speak to one of our team to find out more

Get Our Newsletter Back
To Top