Expertise
Foundations, Trusts & Holding Structures
We advise on foundations, trusts, and holding structures with a focus on asset protection, clear governance, operability, and cross-border compatibility.
How we typically support
We align structure design with real decision-making processes and ensure documentation reflects how the structure is intended to function in practice.
Scope of services
Designing and documenting foundations, trusts, and holding vehicles
Structuring governance architecture (powers, appointments, oversight mechanisms)
Defining beneficiary and stakeholder rights, including information frameworks
Establishing operational workflows (decisions, records, continuity)
Reviewing cross-border compatibility and enforceability considerations
Coordinating implementation with professional service providers
Approach
Structures work when governance is explicit, implementable, and documented. We focus on practical decision mechanics, clear role allocation, and a cross-border lens that reduces friction when disputes arise.
Deliverables
A governance blueprint (roles, powers, checks and balances)
A documentation checklist and drafting instructions for providers
A cross-border compatibility issues list and mitigation steps
Governance mechanics
Structures are only as strong as their governance. We clarify decision rights, appointment mechanics, oversight, and recordkeeping so that the structure remains workable in day-to-day operation and resilient in conflict scenarios.
Selected experience (anonymised)
Designing governance frameworks for private wealth structures
Reviewing and updating documents to align practice with intent
Supporting cross-border coordination among advisors and counsel teams
If you require a governance review or targeted adjustments to an existing structure, we can typically accommodate short timelines.
Contact
Discuss your matter confidentially
Book an appointment online, email us or give us a call.
We’ll suggest next steps and an efficient way forward.

