Trustee Service
Our Trustee Services are tailored to meet the diverse needs of high-net-worth individuals, families, and corporate clients, providing robust structures for asset protection, estate planning, and wealth management. We offer comprehensive support throughout the trust lifecycle, ensuring that all fiduciary duties are upheld with the highest standards of professionalism and confidentiality. Our services include:
Creation of Trusts
We assist clients in establishing a variety of trust structures to achieve specific financial and estate planning goals. From discretionary to fixed-interest trusts, we ensure that each trust is created in accordance with local regulations and aligned with the client’s objectives, providing a solid foundation for asset protection and succession planning.
Full Trustee Management
Our trustee management services encompass the complete administration and oversight of the trust. This includes asset management, record-keeping, regulatory compliance, and distribution of income or capital as outlined in the trust deed. We act as dedicated trustees, ensuring that the trust is managed in accordance with the settlor’s intentions and in the best interest of the beneficiaries.
Provision of Protector
We offer professional Protector services, adding an additional layer of oversight and security to the trust structure. A Protector ensures that the trustees are acting in accordance with the settlor’s wishes and can provide consent for significant decisions, offering peace of mind and greater control over the trust’s administration.
Private Trust Companies & VISTA Trusts
We support the establishment and management of Private Trust Companies (PTCs) and VISTA Trusts for clients seeking greater flexibility and control over their assets. PTCs allow families to manage their own trust affairs, while VISTA Trusts are ideal for holding shares in family companies, allowing directors to run the business without trustee interference. These specialized structures offer unique benefits for multi-generational wealth planning and corporate governance.
We assist clients in establishing a variety of trust structures to achieve specific financial and estate planning goals. From discretionary to fixed-interest trusts, we ensure that each trust is created in accordance with local regulations and aligned with the client’s objectives, providing a solid foundation for asset protection and succession planning.
Full Trustee Management
Our trustee management services encompass the complete administration and oversight of the trust. This includes asset management, record-keeping, regulatory compliance, and distribution of income or capital as outlined in the trust deed. We act as dedicated trustees, ensuring that the trust is managed in accordance with the settlor’s intentions and in the best interest of the beneficiaries.
Provision of Protector
We offer professional Protector services, adding an additional layer of oversight and security to the trust structure. A Protector ensures that the trustees are acting in accordance with the settlor’s wishes and can provide consent for significant decisions, offering peace of mind and greater control over the trust’s administration.
Private Trust Companies & VISTA Trusts
We support the establishment and management of Private Trust Companies (PTCs) and VISTA Trusts for clients seeking greater flexibility and control over their assets. PTCs allow families to manage their own trust affairs, while VISTA Trusts are ideal for holding shares in family companies, allowing directors to run the business without trustee interference. These specialized structures offer unique benefits for multi-generational wealth planning and corporate governance.
