ESTATE PLANNING

Estate planning and international trusts for your family wealth

When wealth crosses borders, poorly planned succession ends in family disputes and frozen assets.

Without a clear structure, family wealth held in different countries tends to fragment across local inheritances, generate disputes among heirs, and remain exposed for years to slow judicial processes.

We design trust structures and estate plans tailored to each jurisdiction where your family holds assets, so that the wealth transfer is orderly and predictable.

THE SERVICE

What our support includes

Trust fiduciaries

We design the right trust structure based on your assets, beneficiaries, and family goals.

Structures by jurisdiction

We adapt the plan to the succession rules of each country where your family holds wealth.

Inheritance by jurisdiction

We coordinate local succession processes to prevent the same asset from being subject to conflicting rules.

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How a trust works

SETTLOR

You transfer the assets

The settlor is the person who contributes the wealth to the structure, transferring formal ownership to protect it.

TRUSTEE

A third party administers the trust

The trustee manages the assets according to rules you previously defined, with no personal power of disposal.

BENEFICIARY

Your family receives as agreed

Beneficiaries receive distributions or the full estate once the established conditions are met.

SUCCESSION

Wealth is transferred without court proceedings

By not forming part of a traditional inheritance, trust assets avoid the slower local succession processes.

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Typical use cases

Families with assets in 3 or more countries

You need a single structure that avoids opening a separate succession process in each jurisdiction.

Family business succession

You want to transfer corporate control without fragmenting the company among multiple heirs.

Protection against litigation

You need to shield family wealth against future claims, divorces, or business disputes.

SUPPORT METHODOLOGY

How we work

Diagnosis

We map your family wealth and the countries where you hold assets.

Design

We define the trust and succession structure best suited to your family.

Implementation

We establish the trust and coordinate its recognition in each jurisdiction.

Maintenance

We update the structure as family or wealth circumstances change.

Guaranteed response within 24–48 business hours

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Frequently asked questions

Does a trust replace my will?

Not necessarily; it may complement it or reduce its scope. Assets held within the trust no longer form part of the traditional estate, so it's worth reviewing both instruments together.

Is it legal and reportable to tax authorities?

Yes. A properly established trust is an internationally recognized legal vehicle, and depending on your tax residency, it may be subject to specific reporting requirements we assess on a case-by-case basis.

What happens to the trust if I change my country of residence?

The structure doesn't disappear, but its tax effects can change. We review the trust every time your tax residency changes to keep it aligned with the new regulations.

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Let's start your diagnosis

Tell us about your family wealth structure and we'll propose the right approach.

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