Panama Trusts
Panama trusts for the long-term preservation of family wealth, with protector oversight and the order of succession written into the trust deed.
A Panama trust offers the familiarity of a trust together with the advantages of one of the world's leading international business and banking hubs. It is administered by a licensed Panamanian trust company under Panama's trust law, which imposes strict confidentiality on trustees. It gives families a flexible framework for holding and passing on their wealth.
Succession planning
Tax-driven succession. Beneficiary classes and order of succession designed around the estate, inheritance and gift tax rules of the family's home countries.
Legacy protection
Tax-aware legacy planning. How the foundation or trust is classified and taxed in the US and Canada and how distributions to beneficiaries are taxed over time.
Family governance
Tax-aware governance. Council, protector and family roles designed so that control does not create unintended grantor, estate inclusion or trust residence consequences.
Personal asset protection
Asset protection with tax consequences mapped. Separation of family assets under Panama law, with the US and Canadian tax treatment of each protective feature identified.
Governing documents
Tax provisions for foundation charters, regulations and trust deeds, aligned with the family's US or Canadian tax objectives.
Continue across Global Foundation & Trust Design
Panama Private Interest Foundations
Panama private interest foundations built on a bespoke charter and regulations, with the foundation council, the protector and the beneficiary classes designed for succession.
US Trusts
US trusts with each theme anchored to federal tax, from grantor status to estate and gift tax planning for transfers to the next generation.
Let’s talk
A single conversation usually clarifies more than a month of research. We engage on a value basis and every introduction begins with a direct, confidential exchange.