Trust structures are generally associated with estate and
succession planning for private client engagements, because of the
advantages and safeguards that a well-structured trust can provide.
Trusts, however, can also play an important role within corporate
transactions. Consider initial public offering (IPO) planning and
Trusts, for the major shareholders (founders) of a company, that
are looking to take their company public.
Use of a Trust as Part of Corporate Processes
Careful pre-IPO Trust planning can provide the founders with a
number of benefits in respect of their shareholding in the company
to be listed ('List Co'), and may also be used to create
employee incentive schemes to reward, motivate and retain employees
during and after the IPO process.
