Trust establishment
A future built on strong foundations
Successful and smooth-running trusts must be both meticulously planned at formation and carefully administered throughout their lifespan to reflect families’ changing circumstances and interests.
Our experienced team can work closely with you, asking the right questions to help clarify the objectives of the trust, including issues of succession and agreeing suitable provisions. Our strong project management capability ensures an efficient and timely process supporting you and your advisors.
Invest in our far-sighted experience
Whatever your family’s needs, the team can provide the support and guidance to structure a trust designed for longevity and flexibility.
Services we offer include:
- Day-to-day trust administration and management
- Provision of a licensed regulated corporate trustee
- Incorporation and management of a Private Trust Company (PTC)
- Directed trusts
- Discretionary powers trusts
- Life insurance trusts
- Settlor reserved powers trusts
- Foreign grantor and non-grantor trusts
- Standby trusts
- Life interest trusts
- Assisting with and facilitating the composition of any ancillary committees, i.e., protector committees, investment committees, including putting in place the required governance
- Preparing and submitting all required statutory work, including the provision of information for FATCA and CRS reports
Distinctly Different.
A tailored management approach
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Leading from the front
Reflecting the critical importance of the process, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Speak to our team
Speak to one of our team members who will help you with how we can work together.
Let’s stay in touch
Subscribe to our newsletter