Preserve & Protect Your Legacy with Strategic Wealth Structures

For ultra-high-net-worth individuals and families, wealth preservation extends beyond financial management—it requires a legally sound, jurisdictionally optimised framework that safeguards assets for future generations. Trusts and foundations serve as powerful tools to protect wealth from legal disputes, tax inefficiencies, and regulatory risks while ensuring that succession planning aligns with family objectives. Without proper structuring, assets may be exposed to legal claims, excessive taxation, or unintended distribution, jeopardising long-term financial security.

At Adonis Advisory Group, we specialise in designing, structuring, and managing trusts and foundations tailored to the unique needs of UHNW families. Our legal experts advise on the optimal jurisdiction, regulatory compliance, and governance frameworks to ensure that wealth preservation strategies align with tax efficiency and succession planning goals. Whether establishing a private trust company, an offshore foundation, or a charitable trust, we provide a comprehensive legal framework that guarantees asset protection, governance stability, and multi-generational wealth continuity.

Trusts & Foundations Legal Services

Private Trust Structuring & Asset Protection

• Trusts offer a legally recognised structure to manage, control, and distribute wealth while protecting assets from claims, taxation, and financial mismanagement. We establish irrevocable and discretionary trusts that provide legal certainty, ensuring that assets are preserved for intended beneficiaries. 

  
  

• Our expertise spans cross-border trust structures, dynasty trusts, and offshore asset protection trusts, ensuring compliance with regulatory and tax laws across key jurisdictions such as the BVI, Cayman Islands, Switzerland, UAE, and the UK.

Foundation Establishment & Governance

• Foundations offer an alternative to traditional trust structures, providing a legally distinct entity that maintains control over wealth while ensuring flexibility in asset distribution. 

  
  

• We advise on foundation structuring, regulatory compliance, and governance policies, ensuring alignment with long-term wealth preservation goals. Our expertise includes private foundations for family wealth planning, philanthropic foundations for charitable giving, and corporate foundations for business succession planning.

  
  

Regulatory Compliance & Trustee Governance

• Trusts and foundations must comply with international regulatory standards, including FATF anti-money laundering regulations, tax transparency frameworks, and jurisdiction-specific trust governance laws. 

  
  

• We provide legal oversight on regulatory filings, trustee fiduciary responsibilities, and ongoing compliance obligations to ensure that trust structures remain legally sound and tax-efficient. Our team advises trustees and foundation boards on risk management, reporting obligations, and financial compliance.

  
  

Multi-Jurisdictional Trust & Foundation Structuring

• UHNW families often require cross-border wealth structures that balance tax efficiency with asset protection. We structure multi-jurisdictional trusts and foundations that comply with international tax laws, reporting requirements such as CRS and FATCA, and estate planning objectives.

  
  

• Our expertise ensures that families maintain financial privacy while adhering to evolving global regulatory frameworks, mitigating risks associated with wealth mobility.

  
  

Charitable Trusts & Philanthropic Foundations

• For families and individuals seeking to integrate philanthropy into their wealth planning, we establish charitable trusts and philanthropic foundations that ensure tax-efficient giving and long-term impact. 

  
  

• Our legal team structures charitable entities that comply with local and international regulatory requirements while providing governance models that maintain operational integrity and donor confidence.

Why Choose Adonis Advisory Group?

Decades of expertise in trust and foundation law, advising UHNW families on wealth preservation, succession planning and asset structuring. Deep knowledge of cross-border trust and foundation setups across key jurisdictions.