Trusts, estate planning and foundations

The aim of the service is to protect and enhance the client’s assets, to plan and optimize the transfer to future generations, based on personal, family and association needs.

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ASSET PROTECTION SERVICES

Asset protection services

Trusts and foundation are both asset protection tools for the management of assets during lifetime or in succession, as an alternative to a will.

Foundation are often used for charitable purposes and are legal entities for all intents and purposes. Their activities are bound by a statute and managed by a foundation board.

A trust, which can be both inter vivos or testamentary, is an estate planning tool used to protect family assets. It is an arrangement whereby formal property is transferred to the trustee -who can be an individual or company- while the beneficiaries continue to have the right to the utilities and profits generated by the assets themselves.

Trusts also offer an excellent level of privacy protection, as in most jurisdictions they are not registered in any public register.

TRUST

We protect your assets in complete safety

When it comes to trusts, our consultants are at your disposal to:

  •  Help you choosing the right asset protection tools
  •  Listen to your personal and family needs with the aim of protecting and enhancing wealth and planning its transfer to future generations
  •  Perform the function of Trustee Company
  •  Ensure the function of Independant Protector

FOUNDATIONS

We support charitable foundations and associations

We offer complete guidance and assistance to charitable foundations and associations with incorporation, operation and relations with the authorities. We also perform the function of board member of charitable and/or public utility foundations and associations

Services

Other services

All consulting, assistance, planning and administration services for companies, start-ups and professionals.

Thanks to the best professonials in the Principality of Monaco, we provide our users with competitive ideas, complete assistance and customised services.

BUSINESS CONSULTING

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TAX CONSULTING

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LEGAL AND COMPLIANCE ASSISTANCE

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TRUST, ESTATE PLANNING AND FOUNDATIONS

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ADMINISTRATIVE CORPORATE AND ACCOUNTING SERVICES

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HOME SERVICE and CONCIERGERIE

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WEALTH ADMINISTRATION

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ART MANAGEMENT AND CONSULTING

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