More then philanthropy than writing a cheque

By |February 24th, 2017|

Merrick column December 2016 revised

The Trust as a Family Holding Structure 

By |December 9th, 2014|

A trust can provide a very good solution for the long term holding and preservation of family wealth.  
Trusts have been used for generations for the holding and preservation

How to deal with the family business, finances and disputes?

By |October 20th, 2014|

1. Family Business Management
A Family business is the pillar of Family assets. A special attention should be given to it in a Family Charter. Who manages the Family Business?

The History of the Anguilla Foundation

By |September 30th, 2014|

The History of the Anguilla Foundation.
The Anguilla Foundation is a versatile platform for Estate Planning and Asset Protection.

The Anguilla Foundation finds its roots in the common law trust and,

What you need to know about setting up an Anguilla Foundation

By |September 30th, 2014|

What you need to know about setting up an Anguilla Foundation.
The formalities for creating an Anguilla Foundation are almost as simple as creating an Anguilla Trust, with only

Principal Residence Trust

By |August 22nd, 2014|

Principal Residence Trust
­Setting up a trust to hold a family home can provide tax benefits and asset protection.

The family home is often one of the key family assets.  It

What you need to know about setting up an offshore trust for a Chinese high net worth individual (“HNWI”)?

By |July 28th, 2014|

What you need to know about setting up an offshore trust for a Chinese high net worth individual (“HNWI”)?
Issues arising from setting up an offshore trust for a Chinese

How could PRC community property rules impact offshore trust planning?

By |July 28th, 2014|

How could PRC community property rules impact offshore trust planning?
Property acquired during marriage will be presumed as community property if not otherwise structured. Property planning helps to obtain clean

Should I use a Liechtenstein foundation as a private trust company for my family trusts?

By |July 28th, 2014|

Should I use a Liechtenstein foundation as a private trust company for my family trusts?
Many families use trusts as an estate planning vehicle and for wealth preservation. Increasingly, instead