Date: 22 September 2022
Time: 10:00 AM UTC
Duration: 60 min
Language: English
Format: Online
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Worldwide: Private Wealth - Getting it Right: Trusts, Foundations and Funds

Dixcart has provided private client services for 50 years. The origins of the Group were as a Trust Company. We are therefore well equipped to assist with the formation and administration of trusts, foundations and private or managed trust structures. We offer trust and foundation services through six fully regulated and independent entities.

This webinar will provide a thorough overview of the options and opportunities for wealthy individuals and their families, and how our services can be tailored to each specific client. 

There will be a discussion between seven Dixcart panelists in order to highlight the most effective private wealth vehicles and structures, across the jurisdictions of Cyprus, Guernsey, the Isle of Man, Malta, Nevis, Portugal and Switzerland, which will include contingency planning, succession and inheritance planning, and the transfer of wealth to the next generation. 

We will look at Trusts versus Foundations, how both continue to be an effective means of preserving wealth, distinguishing the precise characteristics between the two, and how both structures can be used successfully. We will also cover Funds, and how the use of a Fund can help provide greater legitimate control by the family over decision making and assets, as well as provide wider family involvement, particularly of the next generation.

We offer Fund administration services from our offices in Guernsey, the Isle of Man and Malta, which includes valuations, shareholder services, corporate secretarial services, accounting, and shareholder reporting. In addition, we will also briefly cover how Private Investment Funds (PIFs) and Exempt Private Fund structures can also be particularly relevant and attractive to HNWIs and family offices. 

Please come prepared with questions, or feel free to submit them via the registration page. The event will finish with a Q&A session with our panellists.

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John Nelson

John is a Director of Dixcart Trust Corporation Limited (Guernsey) and Dixcart Trustees (Switzerland) SA. 

John is proficient in the formation and management of Trusts and Foundations, particularly for estate and succession planning. He has extensive knowledge in using asset protection and wealth management structures for individuals and works alongside several professional intermediaries.
John has an in-depth knowledge of Guernsey’s beneficial tax regime, managing a range of trusts under both the laws of Guernsey and other jurisdictions, and has extensive international experience gained through over 35 years in the offshore industry.

John is a member of the Society of Trust and Estate Practitioners, with a Diploma in International Trust Management.

Paul Harvey

Paul joined Dixcart Isle of Man in 2009 and became a director in 2017.

He is a qualified Trust and Estate Practitioner with 20 years of experience within the Financial Services sector. He has experience covering all aspects of Trust and Company management and works closely with other tax advisers, lawyers, and accountants to ensure the effective establishment and management of offshore structures for international commercial and private clients. He also provides Director services to a select portfolio of high-net-worth clients.

Paul is experienced in the establishment and administration of Trusts and Foundations and works with international families to establish the right structure for them.

Henno Kotze

Henno has expertise in providing international solutions to companies and individuals from several countries around the world and specialises in international wealth planning and asset protection solutions for private clients. 

He is expert in the establishment and management of Trusts and Foundations, which both offer high-net-worth individuals and their families a tailor-made solution for their estate and succession planning and can advise on the key characteristics of both.

He is also knowledgeable in the establishment of a Private Trust Company (PTC), which provides families with the option to manage their own estate through a bespoke estate planning tool.

Beth Le Cheminant

Beth joined Dixcart in 2022 as Managing Director of the Nevis office. 

Her experience in the areas of asset protection, Trusts, and Foundations strengthens the private client services available from Dixcart Nevis.

Beth worked in the financial service industry in Guernsey for 10 years, specialising in fiduciary and estate planning. She worked for several notable organisations, gaining a range of experience in fiduciary structuring, wealth management, and pioneering a structuring solution which was the first of its kind in Guernsey. She was named one of ePrivate Client’s top 35 under 35 trust, legal and accountancy professionals in the Channel Islands.

Katrien De Poorter

Katrien has worked in the fiduciary and wealth management sector in Cyprus for over 12 years, but also has ties in the UAE, Middle East, and Switzerland.

Cyprus provides attractive opportunities for establishing and operating a Trust. Katrien is expert in the use of a Cyprus International Trust (CIT), which is widely used by families, but also for business transactions and as a vehicle for charitable and other purposes. She regularly proposes structure ideas for creating and operating the CIT and drafting the legal documents.

Lionel de Freitas

Lionel joined Dixcart in 2021. Previously he worked in the financial service industry for 5 years in South Africa and London, gaining a range of experience working in the insurance, pension, asset management and real estate industries.

Lionel is involved in assisting high net worth individuals relocate to Portugal and assists in advising on the consequences of specific tax structures in Portugal. On the corporate front, Lionel advises on tax consequences and establishes efficient tax structures for specific company types available in Portugal and Madeira.

Christine Breitler

Christine joined the Group in 1997. She became Head of Dixcart Switzerland in 2000.

Christine has expertise regarding the establishment of trusts and foundations and provides advice on family office and wealth preservation services to Swiss and international clients, including estate planning, tax, commercial matters, and immigration.

She also has experience in international tax planning, and the formation and administration of Swiss and foreign companies. She assists with the incorporation and administration of Swiss companies, their management and control, and the statutory obligations in Switzerland. In addition, she helps commercial structures establish international organisations through Dixcart offices located elsewhere.

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