Trusts Unpacked | Episode 18: Trusts and succession planning for international families episode artwork

EPISODE · Mar 24, 2026 · 47 MIN

Trusts Unpacked | Episode 18: Trusts and succession planning for international families

from Unlocking Wealth · host Clavis Partners AG

Episode 18 focuses on succession planning for international families and the particular role trusts play in that complexity. It explains how mobility, multiple jurisdictions and differing cultural expectations make traditional successionplanning fragile. The episode explores how trusts can act as a coordinating framework, providing continuity of governance while allowing flexibility as people, assets and tax residences change. It highlights the importance of legal compatibility, cultural awareness and realistic assumptions about futuremovement. The core message is that international succession planning is not about certainty, but resilience, and that trusts work best when they are designed to absorb change rather than resist it.

Episode metadata supplied by the publisher feed · Published Mar 24, 2026

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Trusts Unpacked | Episode 18: Trusts and succession planning for international families

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