Case study by Kestrel
The husband and wife who settled the trust had always felt particular affinity with certain charities and wanted to put in place a secure structure which could withstand potential challenge from their extended families after their death.
How we’ve helped
Working with them during their lifetime, we documented their wishes for the future of the trust assets and which particular charities should benefit as well as how the legacies should be applied in respect of particular projects and regions.
After the death of the settlors, the trustees engaged with the particular charities to put together a funding plan for the projects and the regions which were to benefit. In partnership with the charities, short, medium and long-term objectives and funding requirements were identified and the trustee‟s investment strategy was modified accordingly.
The trustees were also able to successfully defend challenges brought by members of the settlors’ extended family who sought to set aside a substantial part of the settlors’ legacies.
Jean Maurice Emery
+41 32 723 2500
Chemin de Trois-Portes 11 2000, Neuchâtel Switzerland