International Trust and Wealth Structuring
Merrill Lynch International Trust and Wealth Structuring (IT&WS) consists of a number of regulated trust businesses, all of which
are Merrill Lynch subsidiaries but operate entirely independently of MLB(S). IT&WS provides the processes for the timely and orderly transfer of
wealth from one generation to another. Most clients seek to transfer the greatest possible amount of wealth to their
surviving beneficiaries, while devising a plan that will meet the needs of several successive generations. Merrill Lynch
International Trust and Wealth Structuring provides a selection of services to enable clients of MLB(S) to organize their
finances in a way that is efficient and tax effective during the client's lifetime, and satisfies the client's wishes
for the distribution of wealth upon death. Estate planning through Merrill Lynch International Trust and Wealth Structuring
is an integral part of financial planning. It provides a flexible and efficient way to safeguard assets and meet a variety
of financial and estate planning goals. Please see below for the International Trust and Wealth Structuring services available.
Alpine Trust Series
An Alpine Trust is an estate planning solution that enables an individual (or a husband and wife) to arrange for the easy and
effective distribution of assets to chosen beneficiaries. The Trust solely holds assets through the account carrier Merrill Lynch
Bank (Suisse) S.A.. For those clients seeking to access the highest quality in traditional Swiss banking services
as well as effective generational and succession planning solutions should consider settling assets in an Alpine Trust. Bank
accounts at Merrill Lynch Bank
Suisse S.A. are established in the name of the underlying Cayman Island investment company where shares are settled with Merrill
Lynch Bank and Trust Company (Cayman) Limited (MLBTC).
Umbrella Trust (Scottish Structure)/ Scottish Partnership Structure
A Scottish general partnership structure is a market specific, sophisticated and flexible estate planning solution that is
capable of accommodating the complex estate planning wishes of an individual (or husband and wife) and can extend over multiple
generations. Financial assets held through accounts with Merrill Lynch and other reputable financial institutions, as well as
certain residential real estate may be held within the structure.
The fact that this structure is comprised by non low tax jurisdictions (non-blacklisted) make it an efficient solution for
complying with tax and succession planning needs of individuals domiciled in countries where blacklisting is adopted.
International Estate Planning Structure - IEPS
The International Estate planning structure is a sophisticated and flexible
estate planning solution tailored to the Mexican market place. It is capable
of accommodating the complex estate planning wishes of an individual (or
husband and wife) and can extend over multiple generations. Financial
assets held through accounts with Merrill Lynch and other reputable financial
institutions, as well as certain residential real estate, may be held
within the structure.
Umbrella Trust (Cayman Island structure)
An Umbrella Trust is a sophisticated and flexible estate planning solution for the complex estate planning needs of an individual
(or husband and wife) that may extend over multiple generations. Financial assets held through accounts with Merrill Lynch and
other reputable financial institutions, as well as certain residential real estate, may be held in an Umbrella Trust.
Standard Trust
A standard trust is an estate planning solution that allows an individual (or husband and wife) to structure wealth effectively,
for the benefit of both current and future generations. The standard trust may be suitable for clients who would like to provide
income for a dependent upon their death, or those whose dependents may not be old or mature enough to manage assets
independently.
Premier Management Trust
The Merrill Lynch Premier Management Trust is a sophisticated and flexible trust that is governed by the innovative Special Trust
(Alternative Regime) Law of the Cayman Islands. The trust separates the administrative and investment powers between the corporate
trustee and a management committee established by the client. The objective of the trust is to facilitate the control of the
investment management by third parties both during the client's lifetime and following the client's death.
Personal Holding Company
A Personal Holding Company ("PHC") is a common name for a private corporation established by an individual or family as a holding
vehicle for international assets. Individuals may establish a PHC although it is particularly suitable for family members who wish
to have assets at Merrill Lynch managed for their joint benefit. As a corporation, a PHC is a separate legal entity that has legal
title to any financial assets that may be transferred to it.
Standard Foundations
The Merrill Lynch Standard Foundation is a financial and estate planning solution comprised of a newly created Netherlands Antilles
private foundation and a separate underlying company incorporated in either the Cayman Islands or the Netherlands Antilles.
Our trustees, Merrill Lynch Bank and Trust Company (Cayman) Limited (MLBTC) will establish the Standard Foundation on behalf of a client, who is
referred to as the Founder. The Founder may be either the client individually or a husband and wife acting jointly.
Please contact a Merrill Lynch Bank (Suisse) S.A. Financial Advisor in
your region to find out more.
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