We are specialists in delivering administration services to trusts for individuals and their families. The trusts we establish are flexible, secure and bespoke to each client’s individual requirements. They hold valuable family assets, ranging from shares in private limited companies to real estate, quoted securities, fine art, and investment portfolios. Confidentiality, creditor and asset protection are the principle reasons that trusts remain a popular choice for globally-mobile clients to manage their wealth, along with the orderly transfer of wealth between generations in a flexible and tax-efficient manner.
- Carefully-constructed trusts are a valuable wealth planning tool
- Expertise in administering high value trusts holding complex assets
- Specialist US, LatAm and CIS trust structures are available
- An UHNW investment professional was seeking assistance on establishing a suitable structure to earmark a segment of his significant personal wealth for the future benefit of his children. A cash contribution was settled to a trust, the terms of which were discussed with the client and agreed in the trust documents. The cash deposit was booked with a discretionary asset manager who created an investment portfolio that would grow to become a valuable nest egg for his children.We are specialists in delivering administration services to trusts for individuals and their families. The trusts we establish are flexible, secure and bespoke to each client’s individual requirements.
- An entrepreneur on the cusp of becoming deemed UK domiciled was referred to us by an asset manager, who had mentioned the value an excluded property trust could provide by streamlining his UK tax affairs. Working with a tax advisor, the client’s non-UK assets were settled to trust prior to the client’s non-domiciliary status lapsing, thus providing recognised UK tax advantages alongside asset protection to the client.
- A wealthy Middle Eastern family were keen to establish a private trust company structure to secure their non-GCC wealth and facilitate investment in various EU jurisdictions. Working alongside the client’s lawyers, a wide-ranging structure was established, with significant investment in to UK commercial and residential real estate and various EU business interest completed.