A considered approach to the structures that protect your intentions, support your family and shape your legacy.
Explore our services ↗Intentions made clear. Structures with purpose. Generations connected.
Every family has its own priorities. These proposed service areas bring structure to the conversation, from the purpose of a trust to the responsibilities that follow.
Clarify what a trust is intended to achieve and identify the questions to explore with the appropriate legal and tax advisers.
Develop a clearer picture of how assets, responsibilities and family intentions can pass from one generation to the next.
Explore practical ways to define roles, document decisions and support constructive communication around a trust.
“Start with the people and the purpose. Then consider the structure.”
Trust planning involves more than documents. It begins with understanding the people involved, the intentions behind the arrangement and the questions that need careful attention. Our proposed consulting approach brings these conversations together, helping clients prepare for informed decisions in coordination with qualified advisers.
A structured conversation helps turn a broad concern into clear priorities and practical next steps.
Discuss your objectives, family circumstances and any existing arrangements.
Identify the key questions, information gaps and areas requiring specialist advice.
Agree on next steps and prepare a clear brief for the relevant advisers.
Yes. A review can help identify the trust's current purpose, responsibilities and questions for relevant advisers.
A brief outline of your objectives, existing arrangements and key concerns is a useful starting point.
Consulting can clarify priorities and coordinate questions for appropriately qualified legal and tax specialists.
Explore your objectives, your questions and the future you want to plan for.
MLaw Hugo J. Beerli
Via Muraccio 2
6612 Ascona
Switzerland