Purpose and Benefits
Posted: Wed Feb 19, 2025 9:24 am
A pre-IPO Trust provides a wide range of benefits, including:
– continuing security without the distraction of hostile bidders, activist shareholders or adverse media;
– risk impact protection (potential mitigation from adverse events such as divorce, incapacity or death);
– concentrated shareholding remains under the control of the Trustee, in the event of jordan mobile database the death of the founder. This is compared to the potential dilution of holdings to several family members though the administration of the estate after death;
– family wealth and succession planning;
– potential mitigation of probate costs and issues;
– privacy, irrespective of the number of family members or changes from one generation of beneficiaries to the next;
– potential tax mitigation depending on the jurisdiction of the Trust, the situs of the assets held and the residence and domicile of the beneficiaries.
– continuing security without the distraction of hostile bidders, activist shareholders or adverse media;
– risk impact protection (potential mitigation from adverse events such as divorce, incapacity or death);
– concentrated shareholding remains under the control of the Trustee, in the event of jordan mobile database the death of the founder. This is compared to the potential dilution of holdings to several family members though the administration of the estate after death;
– family wealth and succession planning;
– potential mitigation of probate costs and issues;
– privacy, irrespective of the number of family members or changes from one generation of beneficiaries to the next;
– potential tax mitigation depending on the jurisdiction of the Trust, the situs of the assets held and the residence and domicile of the beneficiaries.