Trust vs Foundation: Choosing the Right Vehicle for Family Wealth
Trust vs foundation for succession: control, beneficiary rights, legal personality, tax neutrality and cross-border recognition, and which suits which family.
Every article in our library is written by a named HPT director, distilled from active client engagements. We publish on the topics our clients ask us about most often: structuring, banking, mobility, tax and regulatory change. Articles older than 24 months are marked accordingly.
37 Structures articles — page 1 of 1. Use the filters above to browse by topic, or page through the whole archive below.
Trust vs foundation for succession: control, beneficiary rights, legal personality, tax neutrality and cross-border recognition, and which suits which family.
A clear guide to the Liechtenstein foundation (Stiftung): how this civil-law structure handles wealth, succession, control and modern reporting.
How to hold intellectual property in an international structure: licensing flows, substance, transfer pricing and BEPS realities, and the pitfalls to avoid.
How royalty streaming offshore structures work for IP income, why nexus and substance rules reshaped them, and how to build a defensible arrangement.
A practical guide to intellectual property holding structures: choosing a jurisdiction, nexus and substance rules, IP boxes, and avoiding common mistakes.
How offshore real estate structures actually work: holding companies, trusts, tax exposure in the property's country, succession, privacy and the real pitfalls.
A clear guide to the Liechtenstein Anstalt and foundation: how each works, their tax and substance position, asset protection, succession and modern.
How a Cayman STAR trust works as a purpose trust for holding companies, philanthropy and dynastic wealth, with the role of the enforcer explained.
How a Panama private interest foundation works for estate planning and asset protection, including founders, council, beneficiaries, tax and pitfalls.
A practical guide to Jersey trust law for international families, covering reserved powers, firewall provisions, the trustee's duties, tax and pitfalls.
How a Guernsey foundation works, covering councillors, guardians, beneficiaries, the disenfranchised, tax treatment, substance and common pitfalls.
A dynasty trust can hold and protect family wealth across generations. We explain how these structures work, where they sit, and the pitfalls to avoid.
An offshore charitable trust can structure giving across borders with permanence and governance. We explain how charitable trusts work and what to watch for.
A clear guide to the trust protector role: what protectors do, what powers they hold, the fiduciary risks, and how to appoint one without weakening the trust.
A practical foundation vs trust comparison for international families: how each works, their legal and tax differences, and how to choose between them.
How private trust company establishment works for wealthy families: when a PTC makes sense, the structure, governance, regulation, and the practical pitfalls.
How an offshore life insurance wrapper can defer tax, simplify succession and consolidate a global portfolio for high-net-worth families.
Private placement life insurance (PPLI) lets qualified investors hold alternatives tax-efficiently inside an insurance wrapper. How PPLI works and its rules.
A clear guide to trust deed contents: the essential clauses, powers and protections every well-drafted offshore trust deed should address.
How offshore annuities work in estate planning, where they add value, the reporting they trigger, and the pitfalls to avoid for international families.
How forced heirship rules affect cross-border estates and how offshore trusts can help, with the firewall protections, limits, and pitfalls explained.
How offshore trusts secure wealth, legacy, and legitimate confidentiality for international families, with the real benefits and limits explained.
An offshore trust and an offshore company solve different problems. We compare control, asset protection, tax, and succession to help you choose correctly.
Succession planning for international families means reconciling multiple legal systems, forced heirship, and cross-border tax. Here is how to do it properly.
Offshore structures let international donors give strategically across borders. We explain charitable trusts, foundations, governance, and the compliance.
How Isle of Man captive insurance structures work, who they suit, and the licensing, capital and governance realities behind setting one up.
A practical guide to setting up an Isle of Man trust: the law, parties, taxation, common uses and pitfalls for international families.
Isle of Man vs Jersey vs Guernsey compared: tax, trusts, funds, banking and reputation to help choose the right Crown Dependency for your structure.
When an offshore real estate holding structure genuinely helps with succession, privacy and lending, and where ATED and non-resident CGT bite.
How Guernsey structures insurance-linked securities (ILS): cells, transformers, the regulatory route, tax position and where the jurisdiction adds value.
Guernsey image rights explained: the registered image right, who it suits, licensing, tax position and the pitfalls athletes and talent should avoid.
How to set up a Guernsey foundation for wealth holding and succession, including governance, founder powers, beneficiaries and the practical pitfalls.
Designing a multi-jurisdictional corporate structure with holding, operating, IP and finance layers, real substance and treaty access, without crossing into.
A clear guide to yacht ownership structures, covering flag choice, VAT, charter use, and how to hold a vessel through the right entity for protection and tax.
A clear guide to family office structures: single versus multi-family models, governance, jurisdiction, holding vehicles, and when an office makes sense.
How a BVI VISTA trust lets trustees hold a company while directors run it, removing the prudent-investor duty, with real uses, mechanics and limits.
How a family limited partnership and its offshore variants consolidate family wealth, balance control with succession, and where offshore structures add.
Long-form practical guides on jurisdictions, structures and pathways.
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