Trust Management Services
Further areas of expertise
Asset management via trusts is one of the most complex and efficient legal solutions for asset planning and asset protection, enabling the long-term, goal-oriented, and structured management of assets. In such an arrangement, the assets settled by the settlor form a separate pool of assets, which pool is managed in accordance with the settlor’s predefined objectives and for the benefit of the beneficiaries.
Our team provides comprehensive legal services throughout the establishment of and the operation of trusts, from their initial planning and implementation to providing continuous legal assistance. When designing the solutions, we always take into account the settlor’s individual circumstances and objectives, as well as the nature of and the complexity of the assets to be managed.
Our services in the field of trust management include in particular:
- Developing the framework and the legal structure, including the identification of the asset management objectives and the analysis (including the legal analysis) of the assets to be managed
- Drafting, commenting on, and negotiating trust agreements
- Assisting with the establishment of asset management companies and with designing corporate structures
- Performing the legal implementation of restructuring asset management frameworks and of the inclusion of new assets
- Performing the registration and reporting tasks related to asset management
- Addressing legal matters related to the day-to-day operation of asset management companies
- Providing comprehensive tax advisory services in relation to asset management
