Wealth Management Tips

Our Wealth Management Techniques, Tips, and Guidance

DeltaQuest can assist you by providing detailed, reliable and professional information relating to offshore trusts, foundations and wealth management techniques.

Offshore trusts and offshore foundations are the pioneering business enterprises for wealth protection. The primary purpose of creating an offshore trust or foundation is for asset protection purposes, where individuals, groups and businesses can all transfer their assets into a secure trust, thus protecting those assets from devaluing through economic and financial crisis in their domicile jurisdiction. When opting to create an offshore trust or foundation, there are a number of questions to consider:

• Require asset confidentiality? By inputting your assets into an offshore trust, it will allow for confidentiality when transferring your assets into the trust, and will also provide anonymity for both the settlor and beneficiaries’ identity. Assets held by offshore foundations can maintain a high level of confidentiality. Furthermore, donations to the foundation can be made anonymously.

• Require simplified asset management? Using asset management through offshore foundations means that the property of the foundation is legally owned by the foundation itself and allows for a centralized system to plan, implement, monitor and control the estate effectively.

• Require legal ownership removal? By removing all legal rights of the trusts assets after the trust is established, this will provide for protection from creditor claims and other parties. Once legal ownership is removed, effective asset management is achieved via the declaration of trust for the administration of the trustee. The trustee can use his discretion with regards to distributing the assets to the beneficiaries.

• Require future wealth management? Depending on what extent you want to personally manage your wealth, there are different types of trusts and foundations which may suit your needs. For example some trusts allow the settlor to retain some level of control of his wealth, thus enabling him to plan and manage his wealth for the future generations, despite not legally owning it.

• Require tax planning assistance? Tax planning is a significantly sought after service by offshore investors, as offshore trusts and foundations allow for optimized wealth management. Utilizing the correct form of tax planning can help you secure and manage your wealth.

• Seek avoidance of forced heirship rules? Not only can wealth management through offshore trust and foundation formation assist you in effective tax planning, but it also allows for the avoidance of forced heirship rules. Exemption from forced heirship rules allows for the settlor to plan his wealth and assets in accordance with his preferences, leaving what assets he sees fit to his chosen nominated beneficiaries.

If your main priorities are that of asset protection, anonymity, tax planning, wealth management, avoidance of forced heirship rules and protection of wealth against instable domicile infrastructures, then an offshore trust or foundation is the best possible option for you to capitalize and optimize on your wealth legitimately.

DeltaQuest can assist you in achieving any of the above mentioned wealth management requirements, by supplying you with a tailor-made offshore trust or foundation. Contact Us, or complete our Application Form to find out how DeltaQuest can help you setup an offshore trust or foundation.

 Print This Page