Legacy & Trust Advisory

True legacy planning is about more than asset transfer — it is about preserving intent, continuity, and family cohesion across generations. We work with clients to design trust structures that reflect their values, protect beneficiaries, and withstand jurisdictional challenges.

This includes selecting appropriate trust vehicles — from discretionary and reserved powers trusts to foundations and private trust companies — and aligning them with estate plans, family governance, and jurisdictional safeguards. We pay close attention to settlor control, succession scenarios, and tax efficiency across borders.

We also integrate digital assets such as Bitcoin into legacy frameworks, ensuring inheritance and custody plans do not rely on outdated assumptions. Where families require more tailored solutions, we coordinate with trustees, advisors, and fiduciaries to establish multi-generational arrangements that balance flexibility with oversight.

Whether you are securing generational wealth, protecting vulnerable heirs, or preparing for legal uncertainty, we provide solutions grounded in law and guided by lived experience.