Tax Advisory
Private Advisory
Structures for succession.
Using trusts and foundations to hold and pass wealth on your terms.
What it is
Wealth held for what comes next.
Outright gifts pass wealth but not the conditions around it. A trust or foundation lets you pass wealth while keeping a framework around how and when it is used — protecting it from claims, holding it for heirs not yet ready, and carrying your intentions beyond your own involvement.
We advise on whether such a structure fits your succession, design how it should hold and distribute, and coordinate the regulated providers who run it. As ever, we advise and design; we do not act as trustee or council.
How we advise
Trusts for succession →
Holding wealth under a binding framework for chosen beneficiaries.
Foundations for succession →
Using an entity of its own to hold and govern family wealth.
Conditions and protection
Setting how and when wealth reaches heirs, and shielding it from claims.
Continuity
Carrying your intentions forward beyond a single generation.
Important information
The basis on which we advise.
This page is general in nature and does not constitute tax, legal or financial advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.
ORA Black advises on the design, selection and coordination of structures; it does not act as trustee, foundation council member or administrator, and does not hold client assets. Fiduciary, formation and administration services are provided by appropriately licensed and regulated providers. Where regulated financial services are required, these are provided through ORA Black’s partnership with NEBA Private Clients.
Discuss your position in confidence.
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