30 August 2022 Issue 4 Catherine Grum

When trusts get in the way

Catherine Grum provides an overview of how best to apply family governance when a trust holds a family business

Key points

What is the issue?

Trusts holding family businesses can present challenges for trustees, particularly where some, but not all, beneficiaries remain involved with the business.

What does it mean for me?

A trust can provide some governance but more may be required to minimise the potential for conflict.

What can I take away?

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