Trust Creation and Management

Trusts form an integral part of estate planning arrangements and have been used by families for centuries for wealth structuring and asset protection.

A common myth is that trusts are only relevant for the rich and famous whereas in fact trusts can be of enormous benefit to anyone serious about preserving family wealth and protecting family members.

In this section

  • What is a Trust ?

    A trust (which is also known as a settlement) is a formal legal arrangement whereby assets (e.g. property, shares or money) are transferred to several people – trustees – on the basis that the trustees will hold and manage the assets for the benefit of another person or persons – the beneficiary or beneficiaries.

  • The Universal Wealth Preservation Trust (WPT)

    The WPT is an estate planning tool that helps you to protect your assets.