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Trusts & Foundations

Traditionally, trusts have been used for the purpose of holding assets, and this is still extremely popular today. We can compose a trust-based solution for protecting your assets that addresses your individual needs.

Trusts differentiate between the legal and beneficial ownership of assets and can protect family wealth in a variety of circumstances, such as protection from hostile legislation, estate planning, tax saving, and forced heirship. They can control the cascade of wealth down the generations whilst providing some protection from inexperienced beneficiaries, opportunists and divorce, and can also offer anonymity for asset holders.

Fedelta offers experience in a full range of trusts, from the common asset holding trust to the relatively rare trading trusts, which can be used to protect family businesses in certain unusual circumstances.

For more information on trust planning and our full range of financial solutions, contact us today.

Confidence in Tradition