EPISODE · Mar 3, 2026 · 41 MIN
Trusts Unpacked | Episode 9: The role of the settlor after settlement. Influence without control.
from Unlocking Wealth · host Clavis Partners AG
In episode 9 we will look at the much misunderstood role of the settlor and why it matters long after a trust is created. It explains that the settlor’s most important decisions are made at the beginning: what to settle, what powers to retain or give up, and how clearly intent is expressed. The episode explores how excessive control, reserved powers and informal influence can quietly undermine a trust, even when documentation looks sound. It also looks at the settlor’s ongoing behaviour, and how acting like an owner after settlement erodes trustee independence. The core message is that good settlors create space for trustees to govern, rather than trying to manage from the shadows.
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Trusts Unpacked | Episode 9: The role of the settlor after settlement. Influence without control.
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