The challenge
The Calloway family held a business and property interests in four countries, and wanted to provide for three generations while minimising tax and keeping the business intact.
Our approach
We designed a tailored trust and holding structure, coordinated with advisers in each jurisdiction, and documented a family charter governing succession.
The outcome
The structure is in place, has been reviewed by independent counsel in each jurisdiction, and gives the family a clear framework for the years ahead.
At a glance
3
Generations protected
Client
The Calloway Family
Practice area
Private Client
Year
2025