MANAGING GROWTH TRUSTEES SA
Intermediari finanziari autorizzati dalla FINMA
Trust
Careful planning of asset transfer within your family
Changing needs
The global pandemic in 2020, followed by the outbreak of the Russia – Ukraine conflict in 2022, marked a period of profound uncertainty. Before these events, matters such as inheritance and the management of sensitive family issues were often postponed or insufficiently addressed.
The ongoing sense of instability has prompted a fundamental reassessment of priorities, emphasizing the need for thorough preparation in the face of extraordinary and unpredictable challenges.
Hence the growing need to plan one's future, also from a financial perspective, to ensure congruous generational wealth transitions and to prevent dispersion of assets accumulated over time.
Why choose a Trust
The Trust is a highly flexible institution, well-suited for drawing up long-term strategies and serving as a valuable tool against unpredictable and unforeseen risks, such as the loss of income sources, serious illness, or family crisis.
The Trust can adapt to emerging needs that arise in a context of progressive aging of the population as well as the evolution of the family - whether traditional, extended, transnational, as well as comprising civil unions and de facto couples.
The Trust can be tailored according to the concrete organizational structure of the business and the unique composition of the family, enabling harmonious and effective operational solutions that address the diverse interests involved.
Can the Trust be right for me?
Some examples
Unforeseen events
A sudden illness
I thought I had the world in my hands but at some point everything changed and unfortunately an accident changed my life.
I want to be cared for to the highest standard but without burdening my family members.
Entrepreneurs for generations
Extended family
I want to protect the business my father built with great dedication, and ensure the interest of my children from both my previous marriage and my current relationship, which I do not plan to formalize through marriage.
I also own real estate across multiple countries worldwide. In the event of my incapacity or death, I am concerned that no one would have the knowledge or ability to effectively manage the company and these assets.
De facto couples
Together forever-but you never know
We built a startup together that achieved rapid success. In the event of bankruptcy, we want to ensure that not all assets are at risk. Additionally, if we decide to have a child, we want to guarantee their protection in the event of our separation.
Influencer
1 million followers but few trusted people
I have built my own wealth and saved diligently, although my investment experience is limited, having only invested in Bitcoin so far. I do not plan to marry or have children. In unforeseen circumstances affecting my health or life, I would like my assets to be donated to trustworthy charities, and for someone reliable to take care of my dog.