💡 Trust: Where to Begin the Conversation with Your Advisor

A discussion about creating a trust should start not with forms or documents, but with a clear understanding of your goals and objectives.

This is the stage where a long-term strategy is shaped — one that determines the trust’s tax stability, ownership structure, and asset protection.

👨‍👩‍👧‍👦 1. Family Composition and Tax Residency

The first step is to identify the tax residency of all family members and the countries where they are residents.

This affects both the choice of jurisdiction and the tax treatment of the trust — especially when beneficiaries reside in different countries. It’s important to account for each country’s tax rules in advance.

🎯 2. Purpose of the Trust

Your objectives define what type of trust you need and how it should operate.

A trust can serve as a tool for:

📜 Estate planning

🛡 Asset protection

📈 Wealth growth and management

🤫 Confidentiality preservation

🌐 3. Foreign Assets and Structures

If you hold foreign companies, accounts, or real estate, it’s essential to plan early how these assets will be integrated into the trust:

• consider local legal requirements;

• assess tax implications;

• ensure a transparent ownership chain.

⚡️ 4. Key Parameters

At the initial stage, it’s important to define:

• the composition and roles of beneficiaries;

• the powers and responsibilities of the trustee;

• the terms of income distribution;

• and the possibility of amendments or trustee replacement.

📍 A well-defined strategy at the outset makes a trust an effective and sustainable tool for years to come.

We help clients clarify priorities, assess tax risks, and design a structure that works precisely for their goals.

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