Modern Trust

MODERN TRUST

Moderne Trust-Strukturen

Für eine regulierte, digitale und grenzüberschreitende Welt

Über Jahrzehnte hinweg bedeutete Vermögensstrukturierung für Familien vor allem eines: Liechtenstein, Luxemburg, Treuhänder, papierbasierte Governance und hohe Mindestvolumina.

Dieses Modell ist heute nicht mehr die einzige Option.

Familien, Unternehmer und private Kapitalstrukturen können Vermögen inzwischen über regulierte Investmentfondsstrukturen organisieren – transparent, digital und grenzüberschreitend.

Wir bezeichnen diesen Ansatz als Modern Trust.

Why traditional trust structures no longer fit many families

Jurisdiction-heavy

Slow to establish and increasingly complex to navigate across borders.

Limited transparency

Opaque governance and limited investor visibility into operations.

High barriers

Six-figure minimums and high fixed costs exclude many families.

Rigid structures

Difficult to adapt to modern investment strategies and asset classes.

Regulatory scrutiny

Increasingly questioned by banks and compliance stakeholders.

Misaligned

Structures have become rigid and misaligned with how capital is deployed today.

For many globally mobile families, these structures have become rigid, expensive, and misaligned with how capital is actually deployed today.

A trust is not a product. It is a function.

At its core, a trust exists to:

Separate ownership and control
Govern assets across generations
Enable professional investment management
Provide clear rules for participation and distributions

Modern investment fund structures can perform the same function — often better — when designed correctly.

What is a Modern Trust?

A Modern Trust uses a regulated investment fund structure to achieve outcomes traditionally associated with trusts, while adding:

Regulated governance

Under EU law with clear legal frameworks.

Investor rights

Clear reporting and transparency standards.

Digital operations

Onboarding and administration without paper.

Asset flexibility

Across multiple asset classes and strategies.

Cross-border

Usability across jurisdictions and families.

It is not a loophole.

It is not offshore secrecy.

It is regulated, structured, and transparent.

EU Member States

2018

MiFID II Implementation

100%

Digital Administration

5-7

Business Days to Launch

Typical use cases

Modern Trust structures are particularly relevant for:

Multi-generational families

Planning wealth governance across generations.

Post-exit entrepreneurs

Structuring liquidity or exit proceeds.

Family offices

Family offices seeking simpler, regulated frameworks.

International families

International families with assets and members in multiple countries.

Custom investment mandates

Investment mandates that don’t fit retail fund models.

This is not a retail product.

It is a bespoke structure for serious mandates, implemented under regulation.

Why this has become possible only recently

Three things changed:

Regulatory harmonisation in Europe

EU frameworks now allow compliant cross-border fund structures.

Digital infrastructure

Fund administration, onboarding, and reporting no longer require paper or physical presence.

Changing capital behaviour

Families invest directly, globally, and across asset classes — not through legacy wrappers.

Together, these shifts make Modern Trust structures practical, scalable, and defensible.

Who builds and operates these structures?

Modern Trusts are not DIY products. They require:

A regulated fund manager
Ongoing compliance and AML/KYC
Professional administration and reporting

The Modern Trust concept is implemented in practice through regulated fund infrastructure, operated by licensed entities.

A conversation, not a product demo

Every family and mandate is different.

The right starting point is understanding whether this structure fits your objectives, jurisdictional footprint, and risk profile.