EPISODE · Mar 24, 2026 · 41 MIN
Trusts Unpacked | Episode 20: The trust as a long-term institution
from Unlocking Wealth · host Clavis Partners AG
The trust as a long-term institution. Stewardship, legacy and time.Episode 20 will bring the series to a close by asking the most fundamental question of all: when should a trust be used, and when should it not. It steps back from technique to examine suitability, warning against the reflex use of trusts where simpler arrangements would serve better. The episode explores the costs, constraints and behavioural consequences trusts introduce, alongside their strengths. It emphasises that trusts are long-term governance tools, not default solutions or symbols of sophistication. The central message is that a trust should be chosen deliberately, for a clear problem it is well suited to solve, and avoided where it would add complexity without corresponding value.
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Trusts Unpacked | Episode 20: The trust as a long-term institution
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