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Segregating Interests in Wealth Structures Tailoring Trusts to Evolving Family Needs

Offshore Structures - 2 min

Segregating Interests in Wealth Structures: Tailoring Trusts to Evolving Family Needs

In multigenerational wealth planning, it’s common for families to face a key challenge: how to clearly separate the interests of different beneficiaries. This may be due to fixed entitlements for each family member, or because some individuals want to contribute to a trust specifically for their own branch of the family.Without a considered approach to structuring a family vehicle, disputes can arise over ownership, withdrawals, or future distributions. That’s why setting clear boundaries within the trust is so important, as is appointing a Trustee with depth of experience in accounting and governance for segregated interests.

Apr 15, 2025

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Offshore Structures - 3 min

Selecting a Trustee: Key Considerations for Wealth Structuring

Choosing a trustee is a decision that rivals the importance of selecting a legal advisor. While your legal advisor crafts the trust’s legal framework—embedding protections like reserved powers to replace the trustee if the partnership falters—the trustee ensures the structure’s ongoing resilience and effectiveness. This pivotal role demands a thorough selection process to align with your family’s financial and personal objectives.

Mar 17, 2025

Structured Products: Know the Risks

Decoding Risks in Structured Products - 5 min

Structured Products: Know the Risks

The term “structured products” evokes a sense of sophistication and precision, which is precisely how they are marketed to investors.However, a closer examination reveals that they are often more accurately described as sophisticated funding tools for the banks that issue them. Rather than meet the needs of investors, they are as likely to saddle them with unnecessary risk.In this article, we examine how and why.

Mar 13, 2025

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Offshore Structures - 1 min

What Are the Benefits of a Foundation?

Danielle Mciver, Chief Product Officer at The Family Office, explained that a Foundation is a modern wealth structuring solution that combines the benefits of a Trust and a Company. While it is government-registered like a Company, it also has beneficiaries like a Trust, offering flexibility and control in one entity. Below are the key benefits:

Feb 25, 2025

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Offshore Structures - 1 min

The Benefits of a Trust

Danielle Mciver, Chief Product Officer at The Family Office, explained how a trust provides many of the same benefits as a company, with additional advantages in inheritance and succession planning. Below are the key benefits:

Feb 17, 2025

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Offshore Structures - 1 min

What Are the Benefits of a Holding Company?

Danielle McIver, Chief Product Officer at The Family Office, explains how a holding company can be a simple and cost-effective structuring solution for clients looking to centralize their assets under a single entity. Below are the key benefits:

Feb 11, 2025

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Offshore Structures - 3 min

Trusts vs. Foundations: A Comparative Analysis

Feb 10, 2025

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Offshore Structures - 1 min

When Should I Structure My Wealth?

Danielle Mciver, Chief Product Officer at The Family Office, explained how clients with assets of $5 million or more can benefit from structuring solutions, such as creating a company, trust, or foundation. Below are the key benefits:

Jan 29, 2025

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Offshore Structures - 5 min

Wealth Structuring: Lessons from Michael Jackson’s Estate

Jan 12, 2025