Wealth Structuring
Institutional-grade analysis for entrepreneurial wealth
We examine trust jurisdictions, family office setups, succession planning frameworks, and asset protection strategies tailored for entrepreneurial wealth.
Our Approach
Entrepreneurial wealth presents unique structuring challenges, from concentrated business holdings to complex family dynamics. Our research examines structuring options through the lens of business owners, considering both wealth preservation and operational flexibility.
Jurisdiction Analysis
We maintain comparative analysis of trust and foundation jurisdictions, examining legal frameworks, regulatory oversight, tax treatment, and practical considerations such as professional service availability and banking access.
Family Office Frameworks
For substantial wealth, family office structures can provide economies of scale and professional management. We analyze different models from virtual family offices to fully-staffed single-family offices, with guidance on when each approach makes sense.
Key Questions We Address
- Which trust jurisdiction best suits my circumstances?
- At what wealth level does a family office make sense?
- How do I protect assets while maintaining control?
- What succession structures work for family businesses?
Need Specific Analysis?
Our research team can provide bespoke analysis tailored to your specific questions within the Wealth Structuring theme.
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