Unlocking Wealth

By Clavis Partners AG

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Category: Business

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Episodes: 21

Description

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.

Episode Date
Trusts Unpacked | Episode 20: The trust as a long-term institution
Mar 24, 2026
Trusts Unpacked | Episode 19: Trusts in a changing regulatory world
Mar 24, 2026
Trusts Unpacked | Episode 18: Trusts and succession planning for international families
Mar 24, 2026
Trusts Unpacked | Episode 17: When trusts fail.
Mar 17, 2026
Trusts Unpacked | Episode 16: The psychology of wealth transfer.
Mar 17, 2026
Trusts Unpacked | Episode 15: Trusts and asset protection
Mar 17, 2026
Trusts Unpacked | Episode 14: Trusts and family governance.
Mar 10, 2026
Trusts Unpacked | Episode 13: Trust administration in practice.
Mar 10, 2026
Trusts Unpacked | Episode 12: Letters of wishes.
Mar 10, 2026
Trusts Unpacked | Episode 11: The trustee decision-making process.
Mar 10, 2026
Trusts Unpacked | Episode 10: Beneficiaries. Rights, expectations and common misunderstandings.
Mar 03, 2026
Trusts Unpacked | Episode 9: The role of the settlor after settlement. Influence without control.
Mar 03, 2026
Trusts Unpacked | Episode 8: Professional trustees versus private trustees. Trade-offs and risks.
Mar 03, 2026
Trusts Unpacked | Episode 7: Trusteeship explained. Powers, duties and personal liability.
Mar 03, 2026
Trusts Unpacked | Episode 6: Trusts and businesses. Holding, control and exit planning.
Feb 24, 2026
Trusts Unpacked | Episode 5: Discretionary trusts versus fixed interest trusts. Practical differences.
Feb 24, 2026
Trusts Unpacked | Episode 4: Common trust structures used in private wealth. A practical overview.
Feb 24, 2026
Trusts Unpacked | Episode 3: The three certainties. Why they still matter in modern wealth planning.
Feb 16, 2026
Trusts Unpacked | Episode 2: Why families use trusts.
Feb 16, 2026
Trusts Unpacked | Episode 1: What a trust actually is. And what it is not.
Feb 16, 2026
Introducing Trusts Unpacked
Feb 03, 2026