Keep what you have built apart from what could go wrong.
Operating businesses carry risk: lawsuits, creditors, partners, a market turning. We design holding companies, trusts and foundations that keep your savings, property and shares away from that risk, and spread them across jurisdictions, currencies and asset types.
- Holding company, first year
- From€1,999
- Trust, first year
- From€4,999
- You receive
- A documented structure: entities, trust or foundation deeds, accounts and a record of every transfer into it.
Starting prices, excluding government, registry and bank fees. Your exact price is set in the written proposal.
The building blocks. Used alone or together.
- 01
Holding company
Owns your operating companies and investments, so a claim against one business does not reach the others or your savings.
- 02
Trust
A trustee holds assets for your beneficiaries under a deed you set up. Discretionary and irrevocable trusts protect most; a revocable trust is easier to change and protects less.
- 03
Foundation
A legal entity with no shareholders, run by a council under rules you write. Common in civil-law countries, where trusts are less familiar.
- 04
Diversification
Assets spread across jurisdictions, banks, currencies and asset types, so no single event reaches all of them.
Where. Jurisdictions we use.
- 01
Trusts
Cyprus, Nevis, the Cook Islands and Seychelles, chosen for how firmly their courts uphold a trust and whether your home country recognizes it.
- 02
Holding companies
The British Virgin Islands, Cyprus, the UAE and the US, depending on where your assets are and where you live.
- 03
Bank and custody accounts
Switzerland, Singapore and the US, among others, outside the country where your business carries its risk.
The limits. Stated up front.
- 01
Timing
Protection works when it is set up before a claim exists. Transfers made to defeat a known creditor can be reversed by a court.
- 02
Reporting
Trusts, foundations and holding companies are usually reportable where you live. We document them so they are declared, not discovered.
- 03
Control
The more control you keep, the less protection you have. We set the balance with you and put it in writing.
Questions, answered.
01Is a trust only for the very wealthy?
No. A trust can make sense once your savings and property are worth more than the cost of protecting them for many years. We tell you if yours are not yet.
02Will a structure hide my assets?
No. It separates them from your business risk. Owners and beneficiaries are known to the banks and, in most cases, to the tax authorities.
Start with a confidential consultation.
Tell us where you live, where you earn and what you want to protect. We will map your options on a call.