Solutions for families

Rosetrust has a range of effective solutions to offer if you are a wealthy individual or family looking for flexible, discreet and tax-efficient ways to manage your estate planning and succession issues, as well as to securely protect your assets into the future – no matter how fast-moving the regulatory environment. We also have the experience to help you deal with problems arising from unanticipated and complex inheritance situations.

While asset protection is not the same as creditor protection (Rosetrust will not assist anyone to evade obligations to known creditors), there are legitimate precautions that you can take to protect your dependents and the next generation of your family.

Foundations Offshore foundations are an efficient and proven method of legitimately minimising taxation for entrepreneurs and internationally mobile individuals. They offer tax-saving opportunities as well as security, confidentiality, flexibility and asset protection. Foundations can also be a highly effective estate planning tool. We will help you identify, set up and operate a solution to meet your requirements.

Offshore solutions You may decide – with our help – that offshore provides optimal advantages for your needs. Rosetrust can establish and run offshore companies in all the main common law jurisdictions, and ensure that the officers and local management required are in place.

Onshore solutions We will help you consider the tax and other advantages of an onshore solution in Europe (e.g. Switzerland, Ireland, Malta, the Netherlands and Luxembourg) as part of your investment strategy, explain the various types of structure available, and then implement as required.

Swiss associations and foundations Associations and foundations under Swiss law can be highly effective structures for philanthropy. Rosetrust can help you make the most of your charitable giving.

Relocation services can help make a move to Switzerland as easy, tax-efficient and successful as possible.

Legal assistance We can also help you with legal advice via our sister law firm Howard Rosen Solicitors. In particular, if you decide to set up a trust, it is important to take this into account in the context of your overall estate planning and your will.