Asset Structuring, Trust and Endowment Funds

Garanti
Čísla
Popis
Case Studies

Garanti expertízy

Asset structure has a fundamental impact on how it is protected, how it is managed, and how it will evolve in the future. Correct setup is not just a technical issue, but a strategic decision that should be based on the long-term plans, values, and needs of a specific client.

We approach asset structuring with the goal of creating solutions that make sense today and, at the same time, stand the test of time in further stages of life, business, or family changes.

Asset structure according to future plans

Every asset has its story and its purpose. Therefore, in our work, we always start from the client’s long-term intentions—whether it concerns business, family, asset protection, or further development. We take into account:

personal and business goals,
the time horizon of decision-making,
the level of involvement of other persons,
and expected future developments.

Based on this, we design an asset structure that is transparent, functional, and adapted to the specific situation.

Choosing the appropriate legal form

Part of asset structuring is choosing the appropriate legal form. We help clients orient themselves in the options and choose the solution that best corresponds to their needs and plans. These are not universal models. Every solution has its advantages and limits, and our task is to explain the context and help choose the variant that makes sense in the long term.

Trust and endowment funds

We perceive trust and endowment funds as tools that can play an important role in the protection, management, and transfer of assets. We help clients assess whether this format is suitable for their situation and, if so, how to set it up correctly. Together, we seek answers to the following questions:

what is the purpose of the fund,
how should the assets be managed,
who should have what role,
and how to ensure long-term stability and clarity.

Efficient management and savings

A correctly set asset structure should be not only functional but also efficient. We help ensure management that minimizes unnecessary costs, simplifies administration, and gives clients control over their assets. We look for savings where they make sense and ensure that the structure remains sustainable in the long term.

International context

In cases where assets or business exceed the borders of a single state, we help clients prepare for international structures and cross-border changes. We take legal and tax aspects into account so that the solution works in a broader context and does not cause unnecessary risks for the future.

Who the service is for

Asset structuring, trust and endowment funds are particularly suitable for clients who:

are thinking about the protection and future of their assets,
want to have their assets clearly and meaningfully organized,
are dealing with long-term planning,
or are preparing for further phases of business or life.

Every situation is unique. Therefore, we approach asset structuring individually, with respect for the client’s needs and plans.

Řešíte podobnou životní situaci?

A successful company, but chaos in assets
The business was thriving, and assets were gradually growing. Real estate, shares, investments. Everything was created step by step, without a unified structure. The owner began to feel that he no longer had an overview and that some decisions were being made more out of inertia.
We helped reorganize the assets, adapt their structure to future plans, and set up management so that it was clear, efficient, and sustainable in the long term.
A family business where the future was never discussed.
The company founder knew that one day he would have to address the handover. It’s just that the “right time” never seemed to come. In the meantime, the children got involved in the business, each with a different idea of their role and the company’s future.
We helped open the topic of succession early and calmly. First, we looked for a shared vision, then a strategy that respected both the company and the family. Thanks to this, the sensitive topic did not turn into a conflict, but into a plan.
The owner was considering a sale, but didn’t know to whom or when.
The company was performing well, stable, and profitable. The owner felt a change was approaching but didn’t know whether it was time to sell the company, bring in an investor, or continue developing it further.
We helped him clarify his goals, value the company in the context of its potential, and prepare for negotiations with investors. Together, we built the company’s story so that it made sense not only numerically but also strategically.
The owner wanted peace of mind, not more spreadsheets.
The company owner felt that most of his time was spent mediating between accountants, consultants, and lawyers. Everyone spoke a different language, and responsibility was becoming diluted.
Our goal was to create a single, clear framework. One team, one perspective, one place where decisions meet. The result was not just a better setup, but also greater peace of mind in everyday operations.
The assets were supposed to stay in the family, but it wasn’t clear how.
The owner wanted to protect the assets while maintaining clear rules for the future. He was looking for ways to ensure management, continuity, and clarity without unnecessary complications.
We helped select the appropriate legal form, set the rules, and prepare a solution that respected both personal intentions and a long-term horizon.
The company entered foreign markets and began to face reality.
Expanding business across borders was a logical step. It brought new opportunities, but also new obligations. European legislation, regulations, and compliance began to burden the company more than expected.
We helped the company understand what actually applied to them and set up rules to meet their obligations without unnecessarily weighing down operations. Compliance became a part of management rather than a daily problem.
The company faced a crucial decision and lacked perspective.
An offer came in that could significantly move the company forward. At the same time, it carried risks. The owner needed a partner to help him see the big picture, not just the individual points of a contract.
Together, we looked at the situation from multiple angles—financial, tax, and strategic—and helped him make an informed decision.
The company was growing faster than anyone expected.
The owner was used to making decisions quickly and intuitively. It worked. The company grew, and both employees and orders increased. At one point, however, it began to clash with its own setup. Contracts were created as needed, the structure evolved on the fly, and taxes were handled operationally rather than conceptually.
The problem wasn’t a single decision, but the fact that individual steps stopped making sense together. We helped the company clarify its direction again, align financial and tax issues with the reality of the business, and set up a system that supported growth instead of hindering it.
The company was performing well, but felt it needed a change.
Sometimes it’s not about a specific problem. It’s just a feeling that the company has grown and needs a different way of management—more structure, more clarity, and less improvisation.
It is precisely in these situations that a comprehensive approach from the ground up helps. Together, we looked at how the company functions as a whole and set up a system that corresponded to its new phase.
It worked from a tax perspective, but in the long run, it didn’t make sense.
The company had a setup that delivered short-term savings. However, it gradually became clear that the solution was not sustainable in the long run and was complicating further decision-making.
We helped find a balance between efficiency and stability. We adjusted the tax and financial planning to support the future development of the company rather than restrict it.