Trust and Fiduciary Services

Why trusts?

  • Confidentiality
  • Asset protection
  • Estate planning
  • Peace of mind
  • Tax mitigation

Trusts have at their heart the separation of legal and beneficial ownership of assets. They usually involve flexible arrangements which can be adapted to both private and corporate purposes. Importantly they also offer confidentiality, as in most cases their disclosure and registration are not required. According to your personal circumstances and needs, we offer various trust services in most of the world's preeminent fiduciary jurisdictions. We may act as trustee and manage the trusts as well as their underlying assets. Our services are exactingly tailored to your needs. 

As a private client, estate and tax-planning as well as family office services may be of primary importance. As a corporate client, trust structures which may assist you with pension schemes, employee benefits, off balance sheet structures or other finance-orientated requirements will be more crucial. 

For both client types, we also offer trusts for charitable or longer-term philanthropic purposes. Most importantly, our offshore fiduciary experience provides us the expertise and craft vital to realising long-term wealth preservation and growth through the use of trust and other fiduciary structures. We will be your guide in the formation and administration of trusts such as: 

  • VISTA Trust 
  • Charitable Trust 
  • Discretionary irrevocable and revocable trusts
  • Protector services
  • STAR Trust 
  • Portfolio Trust 
  • Private Foundation 

We own regulated trust companies in the British Virgin Islands and New Zealand.