Trusts are among the most widely used tools in private wealth planning.They are also among the most misunderstood. Too often, trusts are discussed primarily as legal structures or tax-driven solutions. In practice, however, their success or failure has far less to do with technical sophistication than with clarity of intent, quality of trusteeship, and an honest understanding of human behaviour over time. This observation sits at the heart of Trusts Unpacked , our new podcast

Investing has been and will always be a journey. For Warren Buffet, the ultimate benchmark for investors, it has lasted 65 years, with an annualized performance of 19.9% vs. the S&P500 of 10.4%. An absolutely stunning achievement and Mr. Buffet will remain the ultimate role model for every portfolio manager, certainly for us. While Mr. Buffet had the opportunity to accumulate assets during the secular bear market of the 70’s, we have started our test portfolio just 2 weeks be

On 1 September 2025 Alexander von der Vellen’s book “Trust – The Skill of Trusteeship in 16 Success Stories and 1 Failure”, co-authored...

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