Client Story: Jane
Jane and her husband live in Europe with their two daughters. Over the last two years, Jane inherited the family business from her grandparents, and with that, a significant amount of family wealth. Not only did she inherit the assets, she also inherited a tangle of structures across various countries, with outdated trusts. She was worried that if she made the wrong decisions, the wealth she had inherited could be at risk and the family legacy in jeopardy or lost.
The family had interests across multiple jurisdictions so also travelled frequently. Ease of mobility was a strong priority for them, so they had also been considering a change in residency during this time. After speaking with her advisers, Jane approached Dixcart. Together, we worked closely with Jane’s advisers over several months to understand the family’s values, their governance preferences, and their risk appetite. Rather than proposing a one-size-fits-all solution, we recommended and established a Private Trust Company for Jane, offering a bespoke wealth structure that balanced asset protection, tax efficiency, and family control while remaining flexible enough to adapt over time and meet their current needs.
With Dixcart’s expert guidance, our family’s legacy is now secured for generations.
Dixcart now acts as Jane’s family office, dealing with the day to day management and administration, as well as assisting the family with their long-term objectives and also their immigration needs. This has enabled Jane and her family to relocate to a jurisdiction which aligns more with the lifestyle they are looking for, but also ensure their assets are well protected and the family’s future is secure.
