Danielle Mciver, Chief Product Officer at The Family Office, explained that a Foundation is a modern wealth structuring solution that combines the benefits of a Trust and a Company. While it is government-registered like a Company, it also has beneficiaries like a Trust, offering flexibility and control in one entity. Below are the key benefits:
Recognized Alternative to Trusts in Civil Law Jurisdictions.
Succession Planning and Avoiding Probate.
Asset Centralization.
Potential for Greater Control Than Trusts – Client Can Be a Councilor.
Watch the full video above for more insights.
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Since 2004, The Family Office has been the wealth manager of choice for more than 500 ultra-high-net worth families and individuals, helping them preserve and grow their wealth through customized solutions in diversified alternatives and more. Schedule a call with our financial experts and learn more about our wealth management process.