Trust & Foundation

Trust & Foundation

Trusts and foundations offer different frameworks for holding, administering and passing on assets. We coordinate a review of your objectives, stakeholders and jurisdictions.

Planning and preparation — illustrative photograph
Planning, with the next step in view. Illustrative photograph.
01

Labuan Trust

  • Labuan Trust / Trust Establishment
  • Trustee Services
  • Trust Administration
  • Asset Holding
  • Custody / Escrow Consultation
02

Labuan Foundation

  • Labuan Foundation / Foundation Establishment
  • Foundation Administration
  • Private Foundation
  • Charitable Foundation
03

Trust vs Foundation

  • Trust: consider the relationship between settlor, trustee and beneficiaries
  • Foundation: consider a separate legal entity and its governance
  • Compare asset location, succession objectives and tax treatment across jurisdictions

THE WAY FORWARD

From a conversation to a clear plan.

  1. 01

    Understand

    Share your business, wealth and family objectives.

  2. 02

    Review

    Review options, advisers, steps and scope of costs.

  3. 03

    Prepare

    Coordinate documentation and prepare for applications.

  4. 04

    Continue

    Plan for ongoing administration and renewals.

QUESTIONS, ANSWERED

Clarity before the first step.

Practical answers about structures, costs and the next step.

Explore all FAQs
01How should I compare a trust and a foundation?

Compare asset types and locations, governance, beneficiaries, succession objectives and laws and tax treatment in relevant jurisdictions. A trust involves administration by a trustee; a foundation is a separate legal entity. Individual legal and tax effects require professional review.

02Does Bona Private Office provide every professional service directly?

Bona Private Office coordinates matters across family, business and wealth. Legal, tax, wealth and lifestyle work may involve external specialists; responsibilities and engagement terms are confirmed for each matter.

03Can I review setup and annual costs before proceeding?

Yes. Define the scope for formation, administration, offices, accounting coordination and applications. Before engagement, confirm what a quotation includes, including external professional and official fees.

04What should I include in my first inquiry?

Briefly describe the service you need, your business, preferred timing and country of residence. Do not include passport numbers, bank account details or asset statements in the initial form.

LET’S START A CONVERSATION

Your next chapter starts here.

Your business, your family, your future. Tell us what you have in mind.

Talk to Bona Trust

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Answers use published website information. Please omit personal details.

Companies, relocation or succession — what would you like to know?

For example: What do I need to form a Labuan company?

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