The world today is more complex than ever before. For wealth creators, high net worth individuals and their families, for their wealth advisers or for institutional investors, these shifting complexities present both a range of challenges and opportunities, no matter where they are based in the world.
With this increased complexity comes a lot of changes. HNWI-s require wealth and investment solutions that are comprehensive, yet simple to implement, that are compliant and proven, but also highly flexible, portable, and adaptable to their evolving lifestyles, while at the same time safeguarding their interests against both the certain and the unknown.
Every customer is unique and so should an asset protection solution be. Foundation LightTM is an asset protection solution tailored to each individual client. The possible uses are identical to those of a private foundation or trust.
In contrast to a foundation or trust, the Foundation LightTM solution is much easier to implement and the ongoing administration is also much simpler than with a private foundation or trust. Your client has the freedom to choose which investments to make.
Whether liquid assets such as ETFs, funds or shares or illiquid assets such as real estate, private yachts or aircraft. Foundation LightTM provides the legal framework to protect any form of legal assets.
Your client has access to their assets at all times and through the correct legal drafting of the contract, inheritance disputes can be avoided and the destruction of assets prevented.
