Wealth Planning Engineering: Combined Structures

Wealth planning requires legal and corporate engineering capable of integrating multiple instruments—such as trusts, holding companies, LLCs, BVI companies, wills, and shareholders’ agreements. This coordinated set of tools is commonly referred to as a combined structure.

In the BVI context, the most commonly used combination includes:

• A BVI company for the centralization of international assets;

• A trust for succession planning and asset protection;

• LLCs in other jurisdictions for specific investments, such as the acquisition of real estate in the United States;

• Governance agreements regulating voting rights, management, and distributions.
  

The logic behind a combined structure is to ensure asset protection, long-term wealth preservation, tax efficiency, and sound corporate governance.

Aurora supports clients and partners in assessing, designing, and implementing structures that combine operational simplicity with intergenerational security.