Trusts and Foundations
Dixcart has remained privately owned since its foundation in 1972, with over 50 years of experience working with wealthy individuals and their families in succession and estate planning. We are therefore well equipped to assist with the formation and administration of Trusts, Foundations and private or managed Trust structures.
Our Services
Effective trusts and foundations begin with careful planning and design. Dixcart advises on:
The key distinction between a Trust and a Foundation is that a Trust is a legal relationship between the Settlor, the Trustee and the Beneficiaries, whilst a Foundation is a legal entity in its own right. In a Trust, the Trustees hold legal ownership of the assets but do not have beneficial ownership.
A Trust can be used for commercial purposes, whereas Foundations cannot, except under limited circumstances.
Often a specific choice between a Trust or a Foundation is more dependent on how familiar and comfortable an individual is with the particular structure, rather than its precise characteristics. With the expertise available through the Dixcart offices , we are able to offer different solutions incorporating Trusts and Foundations.
We assess jurisdictional considerations, including regulatory, tax, and legal frameworks, to ensure that structures are future-proof and compliant.
Our professional Trustee services provide independent, impartial oversight of trusts and foundations, including:
- Asset management and safeguarding
- Compliance with local and international regulations
- Distribution oversight in line with the founder’s intentions
- Regular reporting and documentation
Trusts and foundations are essential tools for preserving wealth across generations. Dixcart helps:
- Implement succession strategies that balance legal precision with family dynamics
- Protect family businesses and personal assets for the long term
- Facilitate smooth intergenerational transfer of wealth
Foundations provide a powerful vehicle for charitable giving and social impact. We support clients in:
- Establishing foundations with clear purpose and governance
- Ensuring compliance with regulatory and reporting obligations
- Implementing efficient structures to maximize impact while maintaining discretion
Our Trust and Foundation services are delivered through five fully regulated and independent entities, strategically located in jurisdictions that optimise opportunities for families with global interests
