There are times
when, for reasons of security or strategy, it is advisable to set up a trust.
Claris works in conjunction with the client’s professional advisers to create a
trust tailored to meet the specific requirements of the client and his family.
We provide specialised trustee
and fiduciary services including the following trusteeships:
management of third-party property
administration of bonds, patents and other certificates
of company documents
in connection with investment transactions
for the transfer and monitoring of financial resources
We provide you
with the highest level of protection and security.
and trust transactions should be handled in complete confidence. Our
mission is to provide you with security and the necessary tax and legal
framework to structure your assets to your best advantage.
Conservative and at the same time innovative, our counsel is tailored to your
needs. Asset structuring involves the setting up of legal entities and the
transfer of assets of all kinds to those legal entities, with the aim of keeping
private and structured assets separate. The main advantages of this kind of
structuring are estate planning, asset protection, mobility/flexibility and
Planning & Management
Have you given
enough thought to the future of your business after you retire? The process of
transferring ownership to the next generation is a complex task requiring
timely, long-term, strategic and systematic planning. Mistakes made in the
planning of ownership transfer can destroy the family assets and ruin the future
of the company. The successful transfer to the next generation means
stability and continuity for the business, the estate and the family.
lawyers and financial advisors can advise you in all financial,
tax aspects of
your succession planning and estate management to ensure a problem free,
discrete and tax efficient solution.
business is a partnership or a limited liability company, we will work together
with you to find a solution for a secure, tax-friendly transfer of ownership,
while taking into consideration and integrating the various international
regulations governing inheritance, gift-giving and asset transfer.
For more information on how we can help you, please