Trust Services
The use of a Trust as a wealth management tool remains the solution of choice for high net worth families worldwide. Used correctly, trusts can be powerful tools, achieving not only tax advantages for the settlor and beneficiaries, but also streamlining the succession planning process and creating flexibility in the bestowing of benefit upon beneficiaries.
We offer our clients:
- Trust formation – assisting in the drafting and engrossment of the trust documentation
- Taking delivery of and securing trust assets
- Regular communication with the settlor, beneficiaries and professional advisers
- Maintenance of full accounting records and preparation of financial statements
- Working alongside a Protector, Management Committee, Remuneration Committee or similar person or entity appointed in or pursuant to the Trust Deed
- Acting in the capacity of Custodian, Trustee, Protector or other office where another person or entity will have management or other residual responsibility
- Provision of nominee arrangements
- Family office services