Overview

In a world where financial landscapes shift rapidly, the need to protect, preserve, and purposefully transfer wealth has never been more important. At Gallant & Toole Inc., our Trust and Foundation Setup services help high-net-worth individuals, families, and philanthropic clients establish powerful legal vehicles that offer asset protection, succession continuity, estate efficiency, and long-term governance—all tailored to your unique values and multi-jurisdictional needs.

We provide bespoke, strategic structuring of private trusts and foundations, with a focus on legal compliance, tax optimization, and legacy preservation across generations.

Why Set Up a Trust or Private Foundation?

Trusts and foundations are more than estate planning tools—they are instruments of control, continuity, and confidence. They allow you to separate ownership from benefit, enabling professional management of your assets while protecting your wealth from unnecessary exposure, fragmentation, or taxation.

With proper design, they can:

• Protect family assets from legal claims, divorce, and creditor risks

• Minimize estate, inheritance, and gift taxes across jurisdictions

• Ensure continuity of governance and wealth management after death or incapacity

• Support long-term philanthropy through structured charitable giving

• Provide a framework for family education, value transfer, and next-generation stewardship

• Create flexibility for global mobility, second citizenship, or multi-country asset holding
  

Whether you are planning for succession, preparing for a liquidity event, or seeking a structured way to give back, these structures provide legal safeguards and governance tools that standard wills or corporations cannot.

Trust Set Up Services:

We offer end-to-end support for the setup and ongoing management of:

• Revocable and Irrevocable Trusts Designed based on your level of control, tax profile, and succession goals.

• Domestic and Offshore Trusts We work with leading jurisdictions like the Cayman Islands, BVI, Jersey, Liechtenstein, and Singapore to match your residency, asset location, and legal needs.

• Discretionary Trusts Offering flexible distribution strategies that adapt to future needs or family dynamics.

• Purpose and Charitable Trusts Supporting philanthropic or mission-driven goals with tax-efficient legal frameworks.
  

We also assist with trust deed drafting, trustee selection, beneficiary planning, regulatory compliance, and ongoing trust administration in collaboration with licensed fiduciaries and law firms worldwide.

Private Foundation Setup

For clients who wish to create a lasting philanthropic legacy or family governance structure, we establish private foundations in jurisdictions such as Liechtenstein, Panama, Switzerland, and the UAE.

A private foundation offers:

• A legal structure with no shareholders, allowing control without ownership

• Board or council governance models, tailored to your preferences

• Long-term asset holding with inheritance and gift tax advantages

• Full compliance with FATCA, CRS, and other global regulations

• Ideal flexibility for family wealth management, charitable giving, or purpose-driven impact
  

Foundations can also be used in tandem with trusts or corporate entities to create multi-layered protection for both active and passive assets, including real estate, intellectual property, business equity, or alternative investments.

Who We Serve:

• Family offices building long-term governance and wealth transfer frameworks

• Entrepreneurs and founders seeking structured succession or pre-exit planning

• Philanthropists developing charitable giving vehicles with international reach

• International clients requiring asset protection across multiple jurisdictions

• Private clients with sensitive estate dynamics or complex asset portfolios

Why Gallant & Toole?

•  In-house legal, fiduciary, and tax experts offering integrated structuring

•  Discreet, boutique-level service with global regulatory fluency

•  Customized solutions built for control, protection, and purpose

•  Global reach with onshore and offshore trust & foundation partners

•  Legacy-focused, client-first advisory for sensitive generational planning
  

We go beyond technical setup. We work closely with your family, advisors, and trustees to ensure your structure is not only compliant and tax-efficient—but also respected, understood, and ready to deliver across generations.

Preserve. Protect. Pass On—With Precision.

Trusts and foundations are more than financial tools—they are the architecture of legacy. At Gallant & Toole, we help you build a structure that reflects your vision, protects your family, and stands the test of time.

📩 Schedule a Legacy Structuring Consultation Contact Us