Estate Planning

“I had an inheritance from my father, / It was the moon and the sun. / And though I roam all over the world, / The spending of it’s never done.” – Ernest Hemingway

Your legacy goes beyond wisdom delivered and happy memories created.

It is also financial.

We accumulate wealth during our lives – money, our family name, our family values, and our family accomplishments. And yet, we cannot say that we love what we have done with our lives, that we take pride in what we have achieved and accumulated, only to take steps to destroy it by not taking time to plan for the use and security of our future generations.

We need to take steps to protect our family wealth so that it can be of use to our loved ones.

And those steps are achievable, and doable.

Now.

Steps that you can trust and use as a foundation to pass on that legacy.

And that is precisely that: TRUST and FOUNDATION.

By creating an offshore Trust and Foundation with Providere, you are able to preserve your family wealth for your use, security and protection, as well as that of your present and future family members.

Your family legacy is precious. The team at Providere will ensure that the integrity and prosperity of your family estate is managed effectively. This will enable you and our family to devote more of your time to create more of your family’s “sun and moon”.

An offshore Trust and Foundation that will enable you and your family to “roam all over the world” leaving your mark and your name and your values as you continue to build and make your legacy prosper.

An offshore Trust and Foundation run by our dedicated team will care for your family assets not as mere paid experts; but more like you as diligent stewards of your wealth.

Experienced professionals who know full well that your family assets are not to be trifled with because in their building, in their accumulation, in the creation of that wealth, much of that which is priceless and unquantifiable has been created by you and by previous generations: your individual and collective dreams, goals, aspirations; your individual and collective hard work, failures and victories, your tenacity, perseverance, determination and of course, your individual energy and spirit.

Offshore Trusts and Foundations are created not as mere legal structures and organizations; they are like the thick, stone walls of a castle’s keep, protecting your family assets, invigorating your family’s legacy, continuing to enliven your family’s vision and mission and, creating a place where you and your family through future generations can come home to find security and support and peace of mind.

Offshore Trusts and Foundations do not just address the needs of your family today but are built solidly and steadfastly so that they can remain faithful to your principles and philosophy of life and yet still be able to flow with the inevitable changes of this world.

Too often, financial legacies are severed by a lack of foresight and planning. An insurance policy is forcibly encashed, the assets are divided and often family ties are fractured.

It doesn’t have to be that way.

An offshore trust and foundation creates family harmony by using a constitution. It is rules driven in much the same way as a corporation.

Thus, when the head of family passes, the trust continues unabated. It lives on. The rules remain in place as do the assets.

An offshore Trust and Foundation is ultimately akin to the creation of your family crest or coat of arms, or the book of your genealogy. In short, it is a repository of your family’s story and history. For that, in essence, is your family’s wealth and estate.

An offshore Trust and Foundation that will enable you and each of your family member to truly say:

“I had an inheritance from my father, / It was the moon and the sun. / And though I roam all over the world, / The spending of it’s never done.”