EPISODE · Feb 24, 2026 · 42 MIN
Trusts Unpacked | Episode 6: Trusts and businesses. Holding, control and exit planning.
from Unlocking Wealth · host Clavis Partners AG
In this episode of Trusts Unpacked, Alexander von der Vellen examines how trusts are used to hold business interests and what that means for governance, succession and exit planning. The discussion explores the critical distinction between ownership and control, the tensions that arise between trustees and directors, and the recurring conflicts around reinvestment, family employment and authority. It also considers why exit planning is often the most testing moment for a trust-held business - and how trustee judgment, governance clarity and long-term discipline determine whether continuity or fragility follows.This podcast is for educational purposes only and does notconstitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.
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Trusts Unpacked | Episode 6: Trusts and businesses. Holding, control and exit planning.
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