Trust & Succession Structuring Trust & Succession
Trust & Succession
Structuring
Protecting family wealth and passing it on.
What We Do
Holding and Succession Structures
Family wealth crosses borders; the structures that hold it often do not. A.R.M. Management designs and implements holding and succession structures — trusts, foundations and holding companies — working with licensed trustees and local counsel in each jurisdiction, so that what a family has built passes on intact, compliant, and on its own terms.
Our Services
What the Service Includes
Structure assessment and jurisdiction selection
Trust and foundation design
Trustee and protector selection
Set-up with licensed trustees and local counsel
Bank account opening and asset transfer
Tax and reporting: CRS, FATCA, trust registers
Annual structure review
Process
How engagements work
01
A confidential initial conversation
we assess your situation and tell you honestly what is achievable.
02
A fixed-fee proposal
defined scope, defined deliverables, agreed before any engagement begins.
03
Senior-led execution
one accountable point of contact throughout.