Trust setup
Clarify the purpose of a trust, its intended beneficiaries, and the trustee's responsibilities.
Wealth preservation
Trusts and Asset Protection
Trusts and private foundations may serve different purposes. Their suitability depends on your objectives, beneficiaries, governance preferences and the jurisdictions involved. Legal and tax consequences should be assessed in the context of your individual circumstances.
Questions to consider
Private foundations
Consider a private foundation's purpose and governance separately from a trust or company.
Succession planning
Discuss how assets and responsibilities should pass to the next generation and which countries are involved.
Holding structures
Review how assets are held, who makes decisions, and the administration and reporting arrangements to consider.
The people behind Mundo
Know the expertise behind your conversation
Explore the professionals across the Mundo network, including their areas of practice and the languages in which they work. Their profiles offer a considered starting point for identifying relevant expertise.
Karina Dinsberg
Operational Director
Client coordination, trusts and corporate structures
Languages: English · Russian
View profileNext step
Prepare for a trust planning discussion
Outline your goals, the types of assets involved, who should benefit, and the countries relevant to your family.
Relevant reports and publications
Insights LibraryRecent research on this topic
Related publications from the past two years. Confirm requirements, costs and availability with a specialist; earlier articles remain in the dated archive.
LLC + Trust in Nevis: How the Nevis Two-Tier Structure Works and How It Can Help You
Setting up a Nevis LLC in combination with a Nevis trust is a common mechanism chosen by families all over the world.
Read the article
Setting up a Nevis trust: The Formation Process, Timeline, and How to Choose the Right Trustee
The Nevis trust has, for a long time, been a solid structure chosen by international players to protect their assets under a highly secure framework.
Read the article
Crypto Assets and Nevis Trusts: Securing Digital Wealth Offshore
Cryptocurrency is gaining ground in the financial world, and even with a complex regulatory framework, it’s still chosen by investors and businesspeople.
Read the articleFrom research to execution
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