Trusts

Bespoke Asset Protection and Succession Planning
The Benefits of Establishing a Trust
Specialist Trust Jurisdictions
Trusts as a Key Component of Family Office Structures
Comprehensive Trust Solutions

Bespoke Asset Protection and Succession Planning

At Shallon CSP, we specialise in the establishment, administration, and redomiciliation of trusts, providing tailored solutions for asset protection, succession planning, and wealth preservation. Whether acting for high-net-worth individuals, family offices, or corporate entities, we ensure that trust structures offer confidentiality, security, and long-term financial stability.

The Benefits of Establishing a Trust

Trusts are an essential tool for wealth structuring, risk mitigation, and estate planning, offering numerous advantages:

Asset Protection – Safeguard wealth against legal claims, political or economic instability, and creditor risks.
Succession Planning – Facilitate a seamless and tax-efficient transfer of assets across generations.
Confidentiality & Privacy – Maintain discretion over asset ownership and management.
Tax Efficiency – Optimise tax obligations within a legally compliant framework.
Business Continuity – Ensure structured governance and long-term control over corporate assets.
Family Office Integration – Trusts serve as a cornerstone of family office structures, centralising asset management, simplifying wealth administration, and providing a robust framework for multi-generational succession planning.

Specialist Trust Jurisdictions

Shallon CSP provides expert guidance on the establishment of trusts in some of the world’s leading financial centres, ensuring robust legal protections and adherence to regulatory requirements.

DIFC Trusts (Dubai International Financial Centre)

Established under the DIFC Trust Law, based on common law principles and recognised internationally.
Offers strong asset protection with no forced heirship rules, enabling greater flexibility in wealth distribution.
A preferred jurisdiction for Middle Eastern clients, including those seeking Sharia-compliant structuring options.
Regulated by the DIFC Authority, ensuring legal certainty and regulatory oversight.
Redomiciliation of Foreign Trusts – As a specialist service, Shallon CSP facilitates the redomiciliation of foreign trusts to the DIFC, enabling clients to benefit from the DIFC’s strong legal framework, enhanced asset protection measures, and tax efficiencies, while maintaining the legal continuity of their existing trust structures.

Malta Trusts

Governed by the Malta Trusts and Trustees Act, offering a flexible legal framework that integrates both common law and civil law principles.
An EU-compliant solution, ideal for European clients seeking structured estate and succession planning.
Well-suited for wealth management, corporate structuring, and philanthropic initiatives.
Regulated by the Malta Financial Services Authority (MFSA), ensuring compliance with international standards.

Cayman Islands Trusts

Includes Exempted Trusts and STAR Trusts, widely utilised for high-value asset protection and corporate structuring.
No forced heirship laws, allowing full control over wealth distribution.
Favoured by high-net-worth individuals (HNWIs), family offices, and institutional investors for its strong privacy protections.
Regulated by the Cayman Islands Monetary Authority (CIMA), ensuring adherence to best practices in trust governance.

Trusts as a Key Component of Family Office Structures

Trusts play a fundamental role within family office structures, providing an essential legal framework to protect, manage, and transfer wealth across generations. Their integration offers:

Centralised Wealth Administration – Consolidating global assets within a structured, tax-efficient framework.
Long-Term Family Governance – Establishing clear rules for wealth distribution to prevent future disputes.
Asset Ring-Fencing – Protecting personal and business assets from litigation, creditors, and external claims.
Philanthropic Planning – Facilitating structured giving through charitable trusts.
Enhanced Privacy & Control – Providing discretion over financial affairs while maintaining strategic oversight.

Comprehensive Trust Solutions

Beyond DIFC, Malta, and the Cayman Islands, Shallon CSP advises on trust structures in other leading jurisdictions, including the United Kingdom, Liechtenstein, Switzerland, and the Caribbean. Our expertise covers a range of trust solutions, including:

Discretionary Trusts – Offering flexibility in asset management and distribution.
Fixed Interest Trusts – Providing certainty for beneficiaries with predefined entitlements.
Purpose Trusts – Designed for non-personal objectives, including corporate governance.
Charitable Trusts – Supporting structured philanthropic endeavours.

Secure Your Wealth with Confidence

To explore how a trust can enhance your wealth protection and succession planning strategy, contact us today. Our team will guide you through jurisdiction selection, governance structuring, and regulatory compliance, ensuring a seamless and secure approach to safeguarding your assets.

Why Choose Shallon CSP?

At Shallon CSP, we provide a highly specialised and tailored service, advising clients on the structuring, administration, and compliance of trusts across multiple jurisdictions. Our deep expertise in multi-jurisdictional wealth management and asset protection ensures that clients benefit from structures that offer security, legal robustness, and long-term financial sustainability.