Brainvest Fiduciary Services

Our step-by-step approach

1

GETTING TO KNOW OUR CLIENTS

Learning about our client’s family structure and understand their goals for both accumulated wealth and future gains.

2

SETTING GOALS

We want to understand our clients past and present circumstances, dynamics and expectations regarding wealth distributions and legacy.

3

PLANNING THE STRUCTURES

Outlining a plan to define how to protect our client’s wealth and how to best manage structures.

4

CREATON OF THE STRUCTURES

Structuring and defining solutions for each individual asset (liquid or illiquid) given the jurisdiction and specific characteristics.

5

EXECUTION OF THE STRATEGY

Creating and implementing structures which could include a foundation, trust, or other corporate structure.