Trusts, companies & alternative
cost-efficient, private structures
Years of experience
Happy clients
There are many types of trust and foundations – ranging across a variety of categories and functions, including for example “irrevocable”, “revocable”, “life interest”, “testamentary”, “reserved powers”, “purpose trusts”, etc., the choice and specific drafting of which will depend on the wishes of the settlors / founders, and on the specific circumstances and jurisdictions of the investments and holdings, as well as the status of the beneficiaries. The privacy, tax and asset protection benefits of trusts and foundation structures – which can involve independent sources of family influence, such as a family council, protectors, enforcers, asset managers & advisors, etc. – are clearly demonstrated by the long history of case law in which the Concorde Group has profound experience of across many key jurisdictions.
Family holdings can also be organized and managed in autonomous structures owned or controlled by family members – which can become profit centres in their own right – and are able to command excellent quasi-institutional status with banks and financial institutions, thereby benefitting from the lower transaction costs.
