Trusts and foundations are the primary vehicles for intergenerational wealth transfer, charitable endowment, and corporate-asset holding. The choice
Trusts & Foundations covers comparative legal assessment, documentation and coordination across international jurisdictions. It is typically relevant to businesses, investors and families considering a cross-border structure or activity. There is no single offshore regime: legal effects, disclosures, taxation and permissions depend on the selected jurisdiction, relevant residence rules and the facts of each case.
The law and competent-authority requirements of the selected jurisdiction apply, together with rules in relevant tax-residence and operating jurisdictions. Comparison precedes selection and implementation.
Last reviewed: 22 September 2026
Trusts and foundations are the primary vehicles for intergenerational wealth transfer, charitable endowment, and corporate-asset holding. The choice between a common-law trust and a civil-law foundation - and the selection of governing jurisdiction - shapes everything from beneficiary rights to tax treatment to regulatory filing obligations. We establish and administer both structures, tailoring the governing documents to the client's specific objectives.
We draft bespoke trust deeds, letters of wishes, foundation charters, and internal regulations that clearly allocate powers among settlors, trustees, protectors, council members, and beneficiaries - avoiding the ambiguities that generate disputes.
Post-establishment, we advise on investment-policy statements, distribution strategies, and the regulatory filings required under beneficial-ownership transparency regimes, including the EU AML Directives and the CRS.