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    When making major financial decisions, your top priority is:

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    Foundations vs Trusts

    Explore our publications - designed to inspire a new way of thinking about wealth management.

    High net worth individuals often wonder: What’s the optimal structure for wealth planning—foundation or trust? Today, we take a deep dive into this question, unpacking the key similarities and differences, and shedding light on which option might be better suited for different planning goals.

    Key takeaways

    01

    Foundations & trusts both can be used as efficient structures for wealth planning. A foundation is a separate legal entity, whereas a trust is a relationship or an arrangement between persons.

    02

    The two do differ in terms of registration requirements, control and governance.

    03

    Many factors will determine which is an ideal structure for your needs: country of residence or assets, level of control desired, and tax implications.

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