Trusts and foundations can be powerful ways to hold and protect family wealth. Potential benefits include substantial succession, tax, and administration efficiencies in managing assets in multiple jurisdictions and supporting family members in different countries. However, there is not a one-size-fits-all approach to effective wealth planning — every family is unique, and every situation is different.

At Andersen Law LLC, we have substantial experience in structuring, implementing, and managing simple and complex domestic and overseas trusts. Our approach includes careful balancing of administrative practicality, asset and personal protection, investment management, and tax planning, which are critical to a successful wealth preservation strategy. With the help of a wide network of overseas advisers from all relevant disciplines, we can provide a complete solution for private asset management.

After establishment of a trust or foundation structure, we remain vigilant to ensure that the purposes of the arrangement remain supported as political and regulatory environments change. We also maintain communication with a client’s other trust advisers to make certain that their various inputs are provided efficiently.

Additional Information

We invite you to learn more about our team or to contact us to schedule a consultation to discuss the role of trusts and foundations in your wealth planning.