Chapter 12 - “Unlocking dormant family capital”
That phrase appeared on slide seven.
I hated it instantly.
Unlocking Dormant Family Capital Through Post-Marital Coordination
Dormant?
Mina’s medical and future-security trust was not dormant.
It was doing exactly what it was supposed to do:
Waiting for her future.
The presentation estimated:
Potential combined investment flexibility after trust coordination:
$23 million.
Not cash to Greta.
Not immediate transfer.
But assets that could potentially be pledged, pooled, or invested differently if trustees approved.
Next slide:
Governance efficiencies following household consolidation.
Then:
Reduction of competing beneficiary priorities.
I read that three times.
Competing beneficiary priorities.
There was only one beneficiary of Mina’s trust.
Mina.
So who was competing?
May you like
Answer:
Everyone else’s plans.
