Global Private Wealth
How Protected Is Your Global Wealth?
Build your private wealth profile in about 30 seconds and see which structural questions deserve attention.
Educational information only. Solutions depend on your circumstances and professional advice.
PRIVATE BY DESIGNNO DATA SENT≈ 30 SEC
PRIVATE WEALTH PROFILE
Build clarity, one decision at a time.
Each choice adds another layer to your illustrative wealth structure. Your answers stay in this browser.
YOU
PRIVATE WEALTH STRUCTURE
TRUST / HOLDING STRUCTURE
ASSETS
BENEFICIARIES
ANALYSIS 1 / 4Profile started
01 — ASSET PROFILE
Which assets are part of your global wealth?
Select all that apply.
02 — CROSS-BORDER EXPOSURE
Where are your assets primarily held?
WEALTH STRUCTURE SNAPSHOT
Your first analysis is ready.
ANALYSIS 2 / 42 dimensions remaining
03 — PRIMARY OBJECTIVE
What matters most to your family now?
ANALYSIS 4 / 4
Your Private Wealth Structure Report is ready.
We identified structural considerations across ownership, succession, privacy and governance.
4report dimensions now available
PRIVATE WEALTH STRUCTURE REPORT
A clearer view of what to examine next.
PROFILE SIGNALCROSS-BORDER · MODERATE COMPLEXITYBased only on your selections in this browser
Asset Protection
Review how legal ownership, operating risk and personal assets are separated across the selected asset classes.
REVIEW PRIORITY · MEDIUM
Succession
Map decision rights, beneficiary readiness and continuity before comparing legal structures.
PLANNING LENS · CONTINUITY
Privacy & Governance
Clarify the distinction between ownership, control and benefit, with documented oversight for long-term decisions.
GOVERNANCE · REVIEW
Possible Structures
Structures commonly considered for profiles like this:
- Private trust
- Holding company + trust
- Family investment structure
- Foundation / trust comparison
This profile is educational and illustrative. It does not determine suitability and is not legal, tax, investment or fiduciary advice. Any structure requires qualified advice based on residence, citizenship, asset location and family circumstances.
A longer view
Why families consider wealth structures
A well-designed structure can provide continuity, clarify decision-making and support responsible stewardship across borders and generations.
Wealth preservation
Organise long-term ownership with clear purpose and oversight.
Succession planning
Prepare an orderly transition aligned with family intentions.
Family governance
Define roles, principles and a framework for future decisions.
Cross-border structuring
Coordinate assets and family interests across jurisdictions.
Explore the landscape
Select a wealth centre
Compare common positioning—not personal recommendations. Tax residence, family links and asset location all matter.
Selected wealth centre
Singapore
Structures often explored
This comparison is general information, not legal, tax or investment advice.
Clarity before complexity
How a trust can work
A trust separates legal ownership and responsible administration from the benefits intended for people or purposes.
Potential assetsInvestments · Companies · Real estate · Family assets
Understand the options
Four structures, different roles
The right starting point depends on control, governance, succession, tax and regulatory considerations.
Family trust
A flexible relationship for holding and administering assets for beneficiaries.
Private trust company
A dedicated company that may act as trustee for one family’s trusts.
Foundation
A separate legal entity used in some jurisdictions for private wealth purposes.
Family office
A governance and service platform coordinating a family’s complex affairs.
One standard, global perspective
A steward for every conversation
Different cultures ask different questions. A trusted relationship begins with local understanding and discreet, consistent attention.
Daniel Tan
Singapore · AsiaProfessional focusSuccession planningFamily governanceFamily office
Claire Morel
Zurich · EuropeProfessional focusWealth preservationFoundationFamily trust
Omar Al Mansoori
Dubai · Middle EastProfessional focusFamily governanceFoundationCross-border structuring
Maya Richardson
New York · AmericasProfessional focusPrivate trust companyFamily officeSuccession planning
A useful starting point
What best describes you?
Choose a profile to see topics that may be worth discussing with qualified advisers.
Consider discussingPrepare a private enquiry →
Professional by design
The right process starts with the right questions
Independent thinking
Start with objectives, not a pre-selected product or jurisdiction.
Cross-border context
Coordinate legal, tax and regulatory advice where family life intersects.
Governance first
Design decision-making and oversight for the long term.
Questions worth asking
Before considering an international trust
General answers to common starting questions. Your circumstances still require qualified legal and tax advice.
01How much wealth is needed to establish an international trust?
There is no universal minimum. The structure should be proportionate to the assets, family objectives and ongoing administration costs. A professional assessment should compare the expected benefits with setup and annual expenses.
02Can the settlor still participate in decisions?
In some structures, appropriate involvement may be designed through reserved powers, a protector, an advisory committee or a private trust company. The arrangement must remain consistent with applicable law and the trustee’s duties.
03What is the difference between a trust, foundation and PTC?
A trust is a legal relationship, a foundation is generally a separate legal entity, and a private trust company is a company formed to act as trustee for connected family trusts. Their control, governance and reporting characteristics differ.
04Which jurisdiction should be considered?
The answer depends on tax residence, beneficiary locations, asset location, family connections, objectives and regulatory requirements. A jurisdiction should follow the family analysis—not be selected from a marketing list alone.
05How long does establishment usually take?
Straightforward cases may take several weeks; complex or multi-jurisdictional arrangements can take longer. Timing depends on advice, due diligence, source-of-wealth verification, banking, asset transfers and document approval.
06Is a trust the same as avoiding tax?
No. A trust does not remove legal tax or reporting obligations. Tax treatment depends on the people, assets and jurisdictions involved, and may include disclosure under regimes such as CRS or FATCA. Independent tax advice is essential.
07What assets can a trust hold?
Depending on the structure and jurisdiction, assets may include investment portfolios, company shares, cash, insurance policies, real estate through holding vehicles and certain family assets. Suitability and administration must be reviewed first.
08What information is usually required?
Common starting materials include identity and address evidence, tax residence, source of wealth and funds, an asset overview, family relationships, intended beneficiaries and a clear explanation of the family’s objectives.
Begin confidentially
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