Responsible handling of assets also calls for a timely and sustainable succession arrangement in order to preserve assets for following generations, to protect and to provide for family members and in particular to avoid unnecessary conflicts and inheritance disputes.
In the case of more substantial assets, the setting up of a structure (foundation, trust) often makes sense. This can strike a balance between various, sometimes divergent interests, and can enable individual solutions to be realised. The associated oversight and advice from experienced, neutral individuals enables conflicts of interest to be avoided, and ensures the optimum realisation of the desired succession arrangements.
We can help plan and implement succession arrangements, whether inside the family or for charitable purposes.