Leaving a Global LegacyLeaving a Global Legacy

Families wishing to pass down wealth to future generations are increasingly turning to long-term trusts as a way to protect their assets and serve the needs of their heirs. In establishing such trusts, wise settlors realize that, despite the initial appeal of controlling the funds through strict provisions in the trust document, the trusts must be flexible enough to give their trustees the ability to adapt to changing times.

However, settlors may still wish to ensure that decisions are made in accordance with the values and practices behind their own success as wealth creators. When family members are spread throughout multiple countries, settlors have even greater challenges in incorporating their wishes and objectives into their estate ...