TRUSTS & FOUNDATIONS
Securing Your Legacy
At Horizon Associates, we recognise the importance of safeguarding your wealth for future generations. Establishing trusts and foundations are pivotal strategies in effective estate planning, offering both asset protection and structured wealth transfer. Our extensive global network, comprising over 5,000 professionals across 85 offices in 45 jurisdictions, ensures that your wealth is meticulously structured, preserved, and protected.
Key Questions
1. Which Jurisdiction Aligns Best with Your Estate Planning Needs?
Have you considered the benefits of establishing a trust or foundation in jurisdictions like the British Virgin Islands, Cyprus, Jersey, or the UK, each offering unique legal frameworks and advantages?
2. Are You Familiar with the Distinctions Between Trusts and Foundations?
Do you understand how a trust, a legal arrangement where trustees manage assets for beneficiaries, differs from a foundation, an incorporated entity without shareholders, often appealing to those from civil law jurisdictions?
3. How Can a Jersey Foundation Serve Your Succession Planning?
Have you explored how a Jersey Foundation combines elements of both companies and trusts, providing flexibility for tax and succession planning, charitable purposes, and holding assets "off balance sheet"?
4. Is a Seychelles Foundation Suitable for Your Asset Protection Needs?
Have you considered the advantages of a Seychelles Foundation, particularly if you reside in a jurisdiction unfamiliar with Anglo-Saxon trusts, for purposes such as holding assets, owning private trust companies, and facilitating tax planning?
5. Are You Considering the VISTA Trust for Company Shareholdings?
Have you evaluated the Virgin Islands Special Trusts Act (VISTA) trust, designed for holding shares in companies indefinitely, where trustees are not obligated to interfere in the management of the company, aligning with specific investment strategies?
At Horizon Associates, we offer unparalleled expertise in forming and managing trusts and foundations, tailored to your unique needs. Our comprehensive services include ongoing support and maintenance, ensuring your wealth is structured effectively for future generations.
Make the Right Move
UK Trusts – Highly Regulated
The gold standard in wealth protection, offering strong legal backing and tax-efficient solutions for UK residents and expats. 👀 SEE MORE
Life Interest Trusts – Protecting Wealth & Health
A Life Interest Trust ensures a loved one benefits from your assets during their lifetime while safeguarding wealth for future generations. Maintain control, protect inheritance, and secure financial stability for those who matter most. 👀 SEE MORE
Jersey Trusts – Offshore Excellence
A world-leading offshore trust jurisdiction, combining confidentiality, tax neutrality, and robust financial infrastructure. 👀 SEE MORE
Cyprus Trusts – Tax Efficiency
With a progressive legal framework, Cyprus offers flexible and cost-effective trust solutions for global investors. 👀 SEE MORE
BVI Trusts - Privacy & Control
Favoured by high-net-worth individuals, BVI trusts provide absolute discretion, wealth preservation, and investment freedom. 👀 SEE MORE
Jersey Foundations – A Modern Approach
Bridging the gap between trusts and corporate entities, Jersey Foundations offer structured wealth management with legal personality. 👀 SEE MORE
Seychelles Foundations – Asset Protection
A strategic solution for international clients, offering secure, tax-efficient wealth structuring with complete ownership control. 👀 SEE MORE
Trusting the Right Trustee
Why Experience Matters
In the labyrinthine world of wealth management, where fortunes can be made or lost with the turn of a market, the choice of a trustee holds profound significance. It's a decision laden with emotion and apprehension, as affluent families grapple with the daunting task of safeguarding their assets for future generations. Yet, amidst the sea of options, one factor stands out as a beacon of stability and security: the established legacy of success of a professional trustee. 👀 SEE MORE ▶️