Foundation & Trust structures for long-term control and continuity.
AR Associates supports private individuals, families and family offices in structuring foundations and trusts around asset protection, succession planning, charitable objectives and long-term continuity.
Foundation or trust? Start with the objective.
Both can be used in long-term wealth and succession planning, but they are structured differently. The right route depends on the assets, control model, beneficiaries, purpose and jurisdiction involved.
A dedicated legal structure built around a defined purpose.
A foundation can be considered where clients want a structured vehicle for holding assets, succession, family planning or charitable objectives.
A fiduciary arrangement organised around assets and beneficiaries.
A trust can be considered where assets are to be held and administered under defined terms for the benefit of identified beneficiaries or a stated purpose.
Start with the outcome, then build the structure around it.
The planning discussion should connect the assets, people, control model, succession objectives and intended purpose before documents are prepared or a structure is established.
What should the structure achieve?
Asset protection, succession, family continuity, charitable giving or a combination of long-term objectives.
What is being placed within the structure?
Identify the assets, companies, investments or other interests that need to be considered.
Who are the relevant parties?
Clarify founders, family members, beneficiaries, decision-makers and any other parties relevant to the structure.
How should decisions be made?
Define the intended governance, authority and practical control model around the assets and purpose.
What should happen over time?
Consider succession, administration, reporting and future transitions before the structure is finalised.