Unlocking Wealth

Clavis Partners AG
  • 0.0 (0)
  • BUSINESS

Unlocking Wealth is a podcast platform by Clavis Partners AG exploring stewardship, governance and long-term thinking in private wealth. The series brings together practitioners and experienced advisers to examine how families, trustees and institutions make decisions over time - and why judgment, behaviour and governance matter more than technique. Rather than focusing on short-term outcomes or fashionable solutions, Unlocking Wealth is concerned with resilience, responsibility and the realities of managing wealth across generations.

Episodes

  1. Trusts Unpacked | Episode 6: Trusts and businesses. Holding, control and exit planning.

    2 DAYS AGO

    Trusts Unpacked | Episode 6: Trusts and businesses. Holding, control and exit planning.

    In this episode of Trusts Unpacked, Alexander von der Vellen examines how trusts are used to hold business interests and what that means for governance, succession and exit planning. The discussion explores the critical distinction between ownership and control, the tensions that arise between trustees and directors, and the recurring conflicts around reinvestment, family employment and authority. It also considers why exit planning is often the most testing moment for a trust-held business - and how trustee judgment, governance clarity and long-term discipline determine whether continuity or fragility follows. This podcast is for educational purposes only and does notconstitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.

    43 min
  2. Trusts Unpacked | Episode 5: Discretionary trusts versus fixed interest trusts. Practical differences.

    2 DAYS AGO

    Trusts Unpacked | Episode 5: Discretionary trusts versus fixed interest trusts. Practical differences.

    In this episode of Trusts Unpacked, Alexander von der Vellen explores the practical differences between discretionary and fixed interest trusts - not from a drafting perspective, but through how they behave over time. The discussion examines how each structure shapes control, flexibility, risk, governance and family dynamics, and why the most common regret is not choosing the wrong structure, but postponing the choice. This episode focuses on consequences in practice: certainty versus discretion, and which trade-offs families are prepared to live with. This podcast is for educational purposes only and does notconstitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.

    44 min
  3. Trusts Unpacked | Episode 4: Common trust structures used in private wealth. A practical overview.

    2 DAYS AGO

    Trusts Unpacked | Episode 4: Common trust structures used in private wealth. A practical overview.

    An introduction to the main trust structures usedtoday, how they differ, and when each is typically used. The emphasis is onunderstanding structure as a tool, not a template. This podcast is for educational purposes only and does notconstitute legal, tax or investment advice.Listening does not create a clientor advisory relationship with Clavis Partners AG.

    42 min
  4. Trusts Unpacked | Episode 3: The three certainties. Why they still matter in modern wealth planning.

    16 FEB

    Trusts Unpacked | Episode 3: The three certainties. Why they still matter in modern wealth planning.

    A clear explanation of intention, subject matter and objects, and why these principles still determine whether a trust works or fails. This session shows how technical flaws often reflect unclear thinking. This podcast is for educational purposes only and does not constitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.

    45 min
  5. Trusts Unpacked | Episode 2: Why families use trusts.

    16 FEB

    Trusts Unpacked | Episode 2: Why families use trusts.

    An exploration of the real reasons families choose trusts. Not tax first, but control, protection from risk, and continuity across generations. The session focuses on intent, not technique. This podcast is for educational purposes only and does not constitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.

    43 min
  6. Trusts Unpacked | Episode 1: What a trust actually is. And what it is not.

    16 FEB

    Trusts Unpacked | Episode 1: What a trust actually is. And what it is not.

    This session strips away myth and marketing to explain what a trust is in legal and practical terms. It clarifies common misunderstandings, explains why trusts are often misdescribed, and sets a clean foundation for everything that follows. This podcast is for educational purposes only and does not constitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.

    36 min
  7. Introducing Trusts Unpacked

    3 FEB

    Introducing Trusts Unpacked

    Trusts Unpacked: A Practical Exploration of Trusts as Governance Institutions 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, a new podcast series launching next week. Hosted by Alexander von der Vellen, the series draws on nearly thirty years of experience advising families, trustees and professional intermediaries across jurisdictions. It is grounded not in theory, but in real cases — including both successes and failures — and in the practical realities of trusteeship. The purpose of the series is deliberately narrow and deliberately demanding: to examine trusts as long-term governance institutions. Across twenty episodes, released in thematic groups, the podcast explores: why families use trusts at all how authority and responsibility are exercised in practice where governance quietly fails and why behavioural dynamics matter more than clever drafting Rather than offering prescriptive answers, the series aims to sharpen judgment. It moves from first principles through structure, trusteeship, administration, psychology and regulation, ending with the most fundamental question of all: when a trust should be used — and when it should not. Trusts Unpacked is not designed as a linear course, but as a map. Listeners can engage with individual themes as needed, or return to episodes as circumstances evolve. In an environment of increasing transparency, regulatory scrutiny and family complexity, the need for clear thinking around trusts has never been greater. This series is intended for families, trustees, advisers and family office professionals who want to engage with trusts realistically, responsibly and over the long term. This podcast is for educational purposes only and does not constitute legal, tax or investment advice.Listening does not create a client or advisory relationship with Clavis Partners AG.

    9 min
  • 7 Episodes

About

Unlocking Wealth is a podcast platform by Clavis Partners AG exploring stewardship, governance and long-term thinking in private wealth. The series brings together practitioners and experienced advisers to examine how families, trustees and institutions make decisions over time - and why judgment, behaviour and governance matter more than technique. Rather than focusing on short-term outcomes or fashionable solutions, Unlocking Wealth is concerned with resilience, responsibility and the realities of managing wealth across generations.

Information

  • Creator
    Clavis Partners AG
  • Years Active
    2K
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © Clavis Partners AG
  • Show Website
    Unlocking Wealth