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Definitive Trust Deed
"I need a Definitive Trust Deed under Swiss law for a family wealth structure, with provisions for multiple generations of beneficiaries and a family council governance structure, including specific investment restrictions for sustainable and ethical investments."
1. Parties: Identification of the Settlor, initial Trustee(s), and any Protector or other appointed parties
2. Background: Context of the trust creation and settlor's intentions
3. Definitions: Detailed definitions of terms used throughout the deed
4. Declaration of Trust: Formal establishment of the trust and transfer of initial assets
5. Trust Purpose: Clear statement of the trust's purposes and objectives
6. Trust Period: Duration of the trust and termination conditions
7. Beneficiaries: Definition and identification of beneficiary classes and their respective interests
8. Trustee Powers: Comprehensive list of trustees' administrative and investment powers
9. Trustee Duties: Obligations and responsibilities of trustees
10. Distribution Provisions: Rules governing distribution of income and capital
11. Administrative Provisions: General provisions for trust administration
12. Appointment and Removal of Trustees: Procedures for trustee succession
13. Governing Law and Jurisdiction: Specification of Swiss law application and jurisdictional matters
14. Amendment Powers: Provisions for modifying the trust deed
1. Protector Provisions: Required when a protector is appointed to oversee certain trustee actions
2. Investment Committee: Needed when establishing a formal committee to guide investment decisions
3. Letter of Wishes: Optional guidance from settlor regarding trust administration
4. Charitable Purposes: Required for trusts with charitable elements or purposes
5. Corporate Trustee Provisions: Specific provisions when corporate trustees are appointed
6. Family Council: Required when establishing a family governance structure
7. Conflict Resolution: Detailed dispute resolution procedures
8. Privacy and Confidentiality: Enhanced confidentiality provisions beyond standard requirements
1. Schedule 1: Initial Trust Fund: Detailed inventory of initial trust assets
2. Schedule 2: Beneficiary Schedule: Detailed list of beneficiaries and their respective interests
3. Schedule 3: Trustee Remuneration: Fee structure and payment terms for trustees
4. Schedule 4: Investment Guidelines: Specific investment policies and restrictions
5. Schedule 5: Administrative Powers: Detailed list of administrative powers granted to trustees
6. Appendix A: Letter of Wishes: Non-binding memorandum from settlor regarding trust administration
7. Appendix B: Family Governance Protocol: Guidelines for family involvement and decision-making
8. Appendix C: Compliance Framework: Anti-money laundering and regulatory compliance procedures
Authors
Initial Property
Trust Period
Trust Powers
Perpetuity Period
Vesting Day
Settlor
Original Trustee
Trustees
Protector
Beneficiaries
Discretionary Beneficiaries
Default Beneficiaries
Excluded Persons
Appointor
Investment Adviser
Trust Administrator
Accounting Period
Accumulation Period
Amendment Power
Applicable Law
Appointment Date
Articles
Associated Person
Authorized Investments
Bank
Business Day
Capital
Charitable Purpose
Class of Beneficiaries
Companies Act
Corporate Trustee
Distribution Date
Distribution Period
Effective Date
Family Member
Financial Year
Income
Investment Committee
Investment Guidelines
Legal Personal Representative
Letter of Wishes
Minimum Number of Trustees
Minor
Net Income
Perpetuity Date
Power of Appointment
Professional Adviser
Proper Law
Protector Powers
Regulated Activities
Related Party
Relevant Date
Reserved Powers
Retirement Date
Security Interest
Swiss Business Day
Tax Year
Territory
Trust Assets
Trust Documents
Trust Purposes
Trust Property
Trustee Act
Trustees' Duties
Trustees' Powers
Vesting Power
Working Day
Trust Property
Trust Period
Beneficiary Rights
Trustee Appointment
Trustee Removal
Trustee Powers
Investment Powers
Administrative Powers
Distribution Powers
Delegation Authority
Protector Provisions
Amendment Powers
Revocation Powers
Beneficiary Determination
Income Distribution
Capital Distribution
Accumulation
Investment Restrictions
Banking Arrangements
Trustee Remuneration
Trustee Indemnity
Trustee Liability
Accounting Obligations
Reporting Requirements
Confidentiality
Data Protection
Anti-Money Laundering
Compliance Requirements
Tax Provisions
Governing Law
Jurisdiction
Dispute Resolution
Force Majeure
Severability
Notices
Execution Requirements
Termination
Perpetuity Provisions
Powers of Appointment
Successor Appointments
Asset Segregation
Investment Committee
Family Governance
Reserved Powers
Professional Advisers
Corporate Trustee Provisions
Charitable Provisions
Variation Powers
Retirement Provisions
Private Banking
Wealth Management
Financial Services
Legal Services
Family Office Services
Trust Administration
Asset Management
Private Client Services
Corporate Services
Estate Planning
Legal
Wealth Management
Compliance
Private Client Services
Trust Administration
Corporate Services
Tax Advisory
Asset Management
Risk Management
Client Relations
Trust Officer
Private Client Lawyer
Wealth Manager
Compliance Officer
Legal Counsel
Trust Administrator
Relationship Manager
Financial Advisor
Tax Consultant
Estate Planning Specialist
Corporate Trustee
Family Office Manager
Trust Director
Fiduciary Services Manager
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