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Family Trust Arrangements

Belleville-Management advises and accompanies families through the setup of a family trust, from the first discussion to the signed trust agreement and beyond. We prepare the trust agreement and work alongside your legal, tax and financial advisers, so the process stays organised, discreet and well documented.

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What is a family trust?

A family trust is an arrangement in which assets are held and managed by one party for the benefit of others, according to agreed terms. It usually involves three core parties:

  • 01

    Grantor (settlor): the person who creates the trust and places assets into it.

  • 02

    Trustee: the person or institution responsible for holding and managing the assets in line with the trust agreement.

  • 03

    Beneficiaries: the family members or other persons or organisations who benefit from the trust.

How a trust may help

Depending on the jurisdiction and how it is structured, a trust can provide a framework to:

  • manage family assets under clear, agreed rules;
  • plan the transfer of assets between generations;
  • provide continuity in how assets are administered over time;
  • support long-term family or philanthropic goals.

Examples of trust types

  • Living trust: set up during the grantor’s lifetime to hold and manage assets.
  • Marital trust: designed to provide for a spouse, often as part of wider estate planning.
  • Charitable trust: used to support charitable causes over the long term.

Which types are available, and how they are treated, differs from country to country.

Key setup considerations

  1. 01

    Choosing an appropriate trust: selecting the structure that fits the family’s objectives and the applicable jurisdiction.

  2. 02

    Preparing the trust agreement: setting out the terms, powers and responsibilities of each party.

  3. 03

    Identifying the assets: deciding which property, investments or other assets will be placed in the trust.

  4. 04

    Appointing trustees and beneficiaries: choosing who will manage the trust and who will benefit from it.

Our role

  • Consulting: we discuss the family’s objectives with you and help you understand the available options and how the process works.
  • Preparing the trust agreement: we prepare the trust agreement, in cooperation with qualified legal counsel in the relevant jurisdiction.
  • Accompanying the process: we coordinate every step, including documentation and liaison with lawyers, notaries, tax advisers and banks.
  • Ongoing support: once the trust is in place, we support the day-to-day administration of its assets, such as property.

Important information

Trust types, legal requirements, tax treatment and their implications vary by jurisdiction and by individual circumstances. The information on this page is general in nature. Every trust agreement is reviewed by qualified legal and tax professionals in the relevant jurisdiction before it is signed, and we encourage every family to seek independent legal and financial advice. No particular outcome, tax result or protection of assets can be guaranteed.