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Guide outline

Trusts, Foundations and Holding Companies

A balanced comparison of legal personality, control, succession, administration and reporting questions across common international structures.

What this guide is designed to help you do

  • Compare structural features without treating a comparison as a recommendation.
  • Understand roles such as trustee, founder, protector and beneficiary.
  • Recognise banking, reporting and administration considerations.

Educational outline

  1. 01Legal personality and ownership
  2. 02Control and governance roles
  3. 03Revocability and succession
  4. 04Banking and due-diligence questions
  5. 05Administration and reporting
  6. 06Common failure points

Important boundaries

The materials will not provide a personal structure recommendation, calculate a tax outcome, facilitate concealment, avoid reporting obligations or assist with frustrating lawful creditor claims.