Many families approach trusts with uncertainty – and often for good reason. Misunderstandings, poor governance and misguided advice can turn what should be a powerful planning tool into a source of strain. In this session, we’ll demystify the fundamentals of trusts, explore their practical uses and highlight key tax considerations every family enterprise should understand. We’ll also look at real-world “horror stories” that illustrate how mismanagement, not trusts themselves, can create conflict.

Join us for a clear, grounded discussion on how thoughtful structure and proper guidance can help families use trusts effectively and avoid costly mistakes.