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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. When IT&WS is requested by a client of the bank to set-up a trust, it always recommends that the client seeks independent advice on the legal and tax implications that the creation of the structure will have on his personal circumstances and of that of the beneficiaries.

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 contact a Merrill Lynch Bank (Suisse) S.A. Financial Advisor in your region to find out more.

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