Briefing Summary: The Bermuda purpose trust is an effective and flexible tool which can be useful in a number of different scenarios. Having been widely used in the private wealth context for some ...

The private discretionary trust is the most widely known form of trust where trustees are given a fund of money to manage and distribute amongst certain named or described beneficiaries who are ...

“What if I sold my business to a purpose trust?” Advisors are hearing this question from their business-owning clients more frequently these days. The initial buzz among the business owner community ...

Beaverton-based Vernier Science Education is the latest Oregon company to move to Perpetual Purpose Trust ownership. STEM education technology maker Vernier Science Education is changing its corporate ...

Family offices are rethinking wealth preservation and growth, and many of the clients I work with want to move toward a more ...