Our credentials are exemplary and are backed by solid experience and a proven track record when working with professional advisors to business owners and high net worth individuals around the world. We can establish and administer bespoke asset holding structures which facilitate the preservation of wealth from generation to generation, allow smooth succession planning and ringfence assets against social and financial uncertainty. We provide stability in an uncertain world.
Trusts and Foundations
We provide a full compliment of trust, foundation and administration services, including Know Your Client compliance on settlors and beneficiaries, preparation of quarterly reports and investment reviews, establishment of subsidiary entities, maintenance of accounting records, and meeting with settlors and beneficiaries.
The underlying assets of the trusts we administer include investment and operating companies, bank and brokerage accounts, property, classic cars, art, aircraft and luxury yachts.
Trusts
What is a Trust?
A Trust is a contractual arrangement whereby property or assets are transferred from one person (the ‘Settlor’) to another party (the ‘Trustee’) to hold the property for the benefit of a specified list or class of persons (the ‘Beneficiaries’).
Uses of a Trust
A Trust could be used for many purposes, including succession planning, asset protection or asset structuring.
Some of the more common use for Trusts are tax planning, confidentiality, asset protection, avoiding forced heirship or protecting the family business.⤴
Foundations
The objective of a Foundation is much the same as that of a Trust. A properly structured Foundation can offer tax and estate planning benefits, as well as a means to avoid forced heirship rules.
We can provide Foundation services in Bahamas, DIFC (UAE), Jersey, Luxembourg and Panama. ⤴