May
Multi-generational family trust planning
Services Provided
Trust & Fiduciary
Succession Planning
Client Background
May is a mother of 3. She has a globally diversified portfolio that includes real estate, financial investments and art collections. As both her family and wealth continue to grow, May wishes to establish a sustainable succession planning structure that ensures asset protection, compliance, and long-term family continuity.
Client’s Goals
To build a solid, long-term structure that secures and transfers family wealth safely.
Assets are spread across multiple regions, lacking unified management and oversight.
Seeks to create a cohesive family framework to safeguard and transfer wealth to the next generation.
Our Tailored Solutions
A trust structure is the ideal solution for May. Oakcean selected an international trust company and the jurisdiction best suited to May’s needs.
The trust deed was drafted with a clear beneficiary schedule to protect the long-term interests of all children. Oakcean also maintains an ongoing relationship with the appointed trust company for smooth communication and continuous oversight. The existing portfolio is settled into the trust.
Outcome
The trust structure secures the independence and safety of the family’s wealth.
Assets are transferred compliantly and efficiently to the next generation.
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