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TRUST SUCCESSION AND PLANNING

In helping our clients plan for the efficient transfer of wealth and control of businesses within a family, we regularly advise on establishing and restructuring trusts, setting up private trust companies and other asset holding vehicles. Consideration is given to issues such as:

 

the location of assets and beneficiaries in multiple jurisdictions;

> reservation of powers of investment;

> protection from claims by creditors;

management succession to family owned businesses; and

> family governance and promotion of harmony between beneficiaries.

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