Hosted by Clavis Partners AG · 🇺🇸 US · EN · 21 episodes
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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.
Clavis Partners AG hosts Unlocking Wealth, a business show with 21 episodes published.
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 step
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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 be
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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 tradi
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When trusts fail. Real-world mistakes and lessons learned. In this episode we look at the failures, at how and why trusts fail, drawing lessons from real-world mistakes rather than theory. It explains that most trust fai
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The psychology of wealth transfer. Trusts as behavioural frameworks. Episode 16 explores the psychology of wealth transfer and how trusts shape behaviour over time. It moves beyond law and structure to examine how wealth
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Trusts and asset protection. What they can and cannot do. Here we will cover trusts and asset protection, and draws a clear line between what trusts can realistically do and what they cannot. It explains that trusts do n
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Preventing conflict before it starts. Episode 14 explores family governance and why trusts cannot function well without it. It explains that trusts sit inside family systems and tend to amplify existing dynamics rather t
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Reporting, accounts and governance. In this episode we will focus on trust administration and why it is central to trustee protection and long-term credibility. It xplains that administration is not clerical housekeeping
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Soft power done properly.Episode 12 examines the key issue of letters of wishes and why they are a form of soft power that must be handled with care. It explains that letters of wishes are not legally binding instruction
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The trustee decision-making process. How good decisions are actually made. We will start this group of episodes by examining the trustee decision-making process and why judgment, not outcome, is the real test of trustees
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Episode 10 focuses on beneficiaries and why they are often the most misunderstood part of a trust. It explains the difference between entitlement and expectation, and how confusion between the two fuels frustration and d
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In episode 9 we will look at the much misunderstood role of the settlor and why it matters long after a trust is created. It explains that the settlor’s most important decisions are made at the beginning: what to settle,
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Here we will examine the choice between professional trustees and private trustees, and why it is one of the most consequential decisions in any trust. It explains that the legal role is the same, but the experience, sup
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In Episode 7 we focus on trusteeship itself and why it is far more than an administrative role. It explains what a trustee actually is, the legal ownership they hold, and the personal responsibility that comes with it. T
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In this episode of Trusts Unpacked, Alexander von der Vellen examines how trusts are used to hold business interests and what that means for governance, succession and exit planning. The discussion explores the critical
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In this episode of Trusts Unpacked, Alexander von der Vellen explores the practical differences between discretionary and fixed interest trusts - not from a drafting perspective, but through how they behave over time. Th
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An introduction to the main trust structures usedtoday, how they differ, and when each is typically used. The emphasis is onunderstanding structure as a tool, not a template. This podcast is for educational purposes only
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A clear explanation of intention, subject matter and objects, and why these principles still determine whether a trust works or fails. This session shows how technical flaws often reflect unclear thinking. This podcast i
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An exploration of the real reasons families choose trusts. Not tax first, but control, protection from risk, and continuity across generations. The session focuses on intent, not technique. This podcast is for educationa
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This session strips away myth and marketing to explain what a trust is in legal and practical terms. It clarifies common misunderstandings, explains why trusts are often misdescribed, and sets a clean foundation for ever
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Unlocking Wealth is hosted by Clavis Partners AG. The show is categorised under business and has published 21 episodes.
Unlocking Wealth has published 21 episodes.
Unlocking Wealth regularly covers business. It sits in the business category.
Unlocking Wealth is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Unlocking Wealth hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Unlocking Wealth average 42 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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