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.
Trusts Unpacked | Episode 20: The trust as a long-term institution
The trust as a long-term institution. Stewardship, legacy and time.
Episode 20 will bring the series to a close by asking the most fundamental question of all: when should a trust be used, and when should it not. It steps back from technique to examine suitability, warning against the reflex use of trusts where simpler arrangements would serve better. The episode explores the costs, constraints and behavioural consequences trusts introduce, alongside their strengths. It emphasises that trusts are long-term governance tools, not default solutions or symbols of sophistication. The central message is that a trust should be chosen deliberately, for a clear problem it is well suited to solve, and avoided where it would add complexity without corresponding value.
24 Mar 2026
Trusts Unpacked | Episode 19: Trusts in a changing regulatory world
Trusts in a changing regulatory world. What advisers need to watch.
This episode examines trusts in a changing regulatory world and what families and advisers need to watch. It explains how transparency, reporting and behavioural scrutiny have become structural features of the trust environment, not temporary trends. The episode explores beneficial ownership disclosure, ongoing compliance and cross-border information sharing, and why paper compliance without consistent behaviour is increasingly fragile. It highlights the risk of passive non-compliance and the importance of governance, administration and independent trustees. The core message is that resilience now comes from clarity and discipline rather than opacity, and that trusts must be run as visible, accountable institutions if they are to endure.
24 Mar 2026
Trusts Unpacked | Episode 18: Trusts and succession planning for international families
Episode 18 focuses on succession planning for international families and the particular role trusts play in that complexity. It explains how mobility, multiple jurisdictions and differing cultural expectations make traditional successionplanning fragile. The episode explores how trusts can act as a coordinating framework, providing continuity of governance while allowing flexibility as people, assets and tax residences change. It highlights the importance of legal compatibility, cultural awareness and realistic assumptions about futuremovement. The core message is that international succession planning is not about certainty, but resilience, and that trusts work best when they are designed to absorb change rather than resist it.
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