Trusts & Foundations

Protect your wealth, optimize your taxes, and secure your legacy with professionally structured trusts and foundations in the world's most stable and protective jurisdictions.

Why Choose Trusts & Foundations?

Sophisticated wealth management structures for the modern global family.

Ultimate Asset Protection

Protect your wealth from lawsuits, creditors, and political instability with legally ironclad structures in the world's most protective jurisdictions.

Enhanced Privacy

Maintain complete confidentiality over your financial affairs. Most trust jurisdictions do not have public registers of beneficial owners.

Tax Optimization

Legally minimize tax burdens on capital gains, inheritance, and income through sophisticated international tax planning strategies.

Succession & Estate Planning

Ensure a smooth and private transfer of wealth to future generations, avoiding probate and forced heirship rules.

A World of Jurisdictions

We operate in the world's most stable and protective jurisdictions to secure your assets, each with unique advantages.

Classic Offshore Trust Jurisdictions

🇨🇰
Cook Islands

Setup Cost

$20,000 - 35,000

Annual Cost

$5,000+

Key Features:

  • World's strongest asset protection laws
  • Non-recognition of foreign judgments
  • 2-year statute of limitations

Best For:

Ironclad asset protection for UHNWIs.

🇰🇳
Nevis

Setup Cost

$15,000 - 25,000

Annual Cost

$4,000+

Key Features:

  • Strong creditor protection
  • Strict privacy and confidentiality
  • Often paired with a Nevis LLC

Best For:

Protecting business assets and real estate.

🇰🇾
Cayman Islands

Setup Cost

$25,000 - 50,000

Annual Cost

$10,000+

Key Features:

  • Tax-neutral environment
  • Sophisticated financial services sector
  • Flexible trust structures (STAR Trusts)

Best For:

Investment funds and complex holding structures.

🇻🇬
British Virgin Islands (BVI)

Setup Cost

$18,000 - 30,000

Annual Cost

$5,000+

Key Features:

  • Flexible VISTA trust legislation
  • Well-regarded international financial center
  • Cost-effective compared to other top-tier jurisdictions

Best For:

Holding shares in a BVI business company.

🇯🇪🇬🇬
Jersey / Guernsey

Setup Cost

$30,000 - 60,000

Annual Cost

$15,000+

Key Features:

  • Highly regulated and respected jurisdictions
  • Political stability and strong rule of law
  • Ideal for European-focused planning

Best For:

Estate planning and succession for European families.

🇧🇲
Bermuda

Setup Cost

$35,000 - 70,000

Annual Cost

$20,000+

Key Features:

  • Longstanding and respected trust legislation
  • Excellent for perpetual or dynasty trusts
  • Sophisticated insurance and reinsurance market

Best For:

High-net-worth families with multi-generational goals.

Leading Foundation Jurisdictions

🇵🇦
Panama

Setup Cost

$10,000 - 20,000

Annual Cost

$2,500+

Key Features:

  • A separate legal entity, unlike a trust
  • Founder maintains significant control via the council
  • High degree of privacy

Best For:

Clients from civil law countries looking for a trust alternative.

🇱🇮
Liechtenstein

Setup Cost

$25,000 - 50,000

Annual Cost

$10,000+

Key Features:

  • The 'Stiftung' is a highly flexible tool
  • Politically stable with strong privacy laws
  • Can be structured for charitable or private purposes

Best For:

Sophisticated European wealth structuring and family offices.

🇳🇱
Netherlands

Setup Cost

$20,000 - 40,000

Annual Cost

$8,000+

Key Features:

  • The 'Stichting' is excellent for separating economic and legal ownership
  • Used in complex corporate holding structures
  • Access to EU tax treaties

Best For:

Corporate governance and asset protection (STAK).

🇸🇨
Seychelles

Setup Cost

$8,000 - 15,000

Annual Cost

$2,000+

Key Features:

  • Cost-effective foundation legislation
  • Quick and straightforward setup process
  • Modeled after successful Panama foundation law

Best For:

Startups and entrepreneurs needing a basic, affordable structure.

Emerging & Specialized Options

🇦🇪
UAE (DIFC/ADGM)

Setup Cost

$40,000+

Annual Cost

$20,000+

Key Features:

  • Common law jurisdictions in the Middle East
  • Excellent for regional wealth and Sharia-compliant planning
  • Strong regulatory oversight

Best For:

Structuring Middle Eastern assets and family businesses.

🇸🇬
Singapore

Setup Cost

$35,000+

Annual Cost

$18,000+

Key Features:

  • Asia's top wealth hub with strong rule of law
  • Excellent for family offices and VCC structures
  • Favorable tax incentives

Best For:

Asset management and holding structures for Asian wealth.

Comprehensive Service Packages

Professional trust and foundation services tailored to your wealth management needs.

Essential Asset Protection Trust

Basic offshore trust structure for asset protection and privacy in premier jurisdictions

$15,000setup fee
📍 Cook Islands or Nevis⏱️ 4-6 weeks💰 Min assets: $500,000

Key Benefits:

Strong asset protectionEnhanced privacyTax efficiencyProfessional management

Included Services:

  • Trust deed preparation and execution
  • Selection of professional trustee
  • Initial funding and asset transfer guidance
  • Basic privacy and confidentiality setup
  • Standard beneficiary provisions
  • Annual compliance monitoring
  • +2 additional services included
Most Popular
Premium Family Trust

Comprehensive family wealth management trust with sophisticated structuring and multi-generational planning

$25,000setup fee
📍 Switzerland, Singapore, or Cayman⏱️ 6-10 weeks💰 Min assets: $2,000,000

Key Benefits:

Multi-generational planningFamily governanceTax optimizationProfessional oversightInvestment coordination

Included Services:

  • Comprehensive family governance charter
  • Multi-generational succession planning
  • Advanced tax optimization strategies
  • Family office coordination
  • Investment policy statement preparation
  • Distribution policy framework
  • +4 additional services included
Private Interest Foundation

Civil law foundation structure offering unique advantages for wealth preservation and business succession

$18,000setup fee
📍 Panama, Liechtenstein, or Malta⏱️ 5-8 weeks💰 Min assets: $750,000

Key Benefits:

Legal personalityBusiness successionAsset segregationFlexible governanceTax advantages

Included Services:

  • Foundation charter and regulations
  • Foundation council establishment
  • Beneficiary council coordination
  • Asset segregation and protection
  • Business succession planning
  • Charitable giving coordination
  • +3 additional services included
Ultra-High Net Worth Package

Comprehensive wealth structuring solution for ultra-high net worth families with complex international needs

$50,000setup fee
📍 Multi-jurisdictional approach⏱️ 12-16 weeks💰 Min assets: $25,000,000

Key Benefits:

Comprehensive protectionMulti-jurisdictional benefitsFamily office integrationUltimate privacyProfessional managementCrisis protection

Included Services:

  • Multi-jurisdictional structure design
  • Family office establishment coordination
  • Private trust company formation
  • Investment management coordination
  • Tax treaty optimization
  • Succession and estate planning
  • +6 additional services included
Business Succession Trust

Specialized trust structure designed for business owners planning succession and asset protection

$22,000setup fee
📍 BVI, Jersey, or Singapore⏱️ 8-12 weeks💰 Min assets: $1,500,000

Key Benefits:

Business continuityTax-efficient successionFamily harmonyAsset protectionProfessional oversight

Included Services:

  • Business valuation coordination
  • Succession planning strategy
  • Management transition planning
  • Tax-efficient ownership transfer
  • Employee stock ownership coordination
  • Buy-sell agreement integration
  • +4 additional services included
Real Estate Investment Trust

Specialized trust structure for international real estate holdings and investment portfolio management

$20,000setup fee
📍 Cayman, BVI, or Isle of Man⏱️ 6-8 weeks💰 Min assets: $1,000,000

Key Benefits:

Tax-efficient ownershipAsset protectionInvestment flexibilityPrivacy protectionProfessional management

Included Services:

  • Property acquisition structuring
  • Multi-jurisdictional property holding
  • Rental income optimization
  • Capital gains tax minimization
  • Property management coordination
  • Financing and leverage strategies
  • +3 additional services included

Key Strategic Considerations

Choosing the right jurisdiction and structure is critical for success. We guide you through these key factors.

  • Residence & tax domicile of the settlor/beneficiaries.
  • Asset type (e.g., real estate, securities, business shares, yachts, aircraft).
  • Legal environment (common law vs. civil law jurisdiction).
  • Compliance with CRS, FATCA, and global anti-money laundering rules.
  • Long-term goals: asset protection, succession planning, or tax optimization.
  • Level of control desired by the settlor over the assets.

Frequently Asked Questions

Common questions about trusts and foundations answered by our experts.

Secure Your Legacy Today

Our wealth structuring experts will design the perfect trust or foundation structure for your family's unique needs and goals.