Contact: +1 778 650 5477
info@fidemont.com
Trusts are something new for the vast majority of people, so we summarize the levels or elements to be analyzed in the previous decision phase. We base our ideas on our professional opinion and on our experience with hundreds of Latin American families we have assisted over the years. v These elements are: The psychological
In essential terms, a trust is created (“settled”) when a Settlor transfer assets to a trust to be managed by a Trustee, with the instruction of managing them in favor of one or more Beneficiaries. The Settlor appoints such beneficiaries and it is very frequent that he/she is the first Beneficiary. Additional first Beneficiaries or
Home Fidemont ABOUT US In our more than 15 years of experience, we have learned that there are several factors that are essential to achieve success when creating structures to protect assets, solid professional background, outstanding track-record, in-depth industry knowledge and a willingness to work with the client’s trusted advisors. Global reach is also a
Home Fidemont ABOUT US In our more than 15 years of experience, we have learned that there are several factors that are essential to achieve success when creating structures to protect assets, solid professional background, outstanding track-record, in-depth industry knowledge and a willingness to work with the client’s trusted advisors. Global reach is also a
Home Fidemont ABOUT US In our more than 15 years of experience, we have learned that there are several factors that are essential to achieve success when creating structures to protect assets, solid professional background, outstanding track-record, in-depth industry knowledge and a willingness to work with the client’s trusted advisors. Global reach is also a
Home Fidemont ABOUT US In our more than 15 years of experience, we have learned that there are several factors that are essential to achieve success when creating structures to protect assets, solid professional background, outstanding track-record, in-depth industry knowledge and a willingness to work with the client’s trusted advisors. Global reach is also a