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Help, I m Rich!: Your Compass to a Value-Adding Private Banking Experience by Kees Stoute

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Chapter 15 Wealth Structuring—Common Considerations

Wealth structuring serves quite a number of purposes and could play an important role in alleviating wealth-related concerns that rich people struggle with. To further deepen your understanding and knowledge about wealth structuring, we will share a few considerations that might prove to be useful input when considering wealth structuring.

Wealth Structuring Considerations

When talking about wealth structuring, it helps to be aware of a number of factors.

Wealth Structuring Can Be Complicated

Depending on the complexity of the assets as well as on the jurisdictions where these assets are held, it most likely requires specialist knowledge—fiscal, legal, administrative, trust—to establish and maintain the structure that suits you best. Each jurisdiction may have different available structures. The wording of the trust deed, the will, or the letter of wishes may severely impact the effectiveness of the structure, and so forth.

Frankly, this fact poses the biggest challenge to writing a ...

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