Services

Trust Services

Trust services are normally used for a combination of asset protection, succession planning, privacy and non-contentious tax planning purposes. Our business partners provide the following services:

  • Trust formation. Including the provision of more complex structures such as foundations and private trust companies.
  • Trust management. Including providing trustee services to the trust, advising clients about the governance and substance of the trust, and overseeing the trust reporting. 
  • Asset management. Looking at a wide variety of regular and complex assets that might sit within the trust structure including inter alia: real estate, investment portfolios, operating companies, yachts, planes, art, wine, cars and digital assets. 
  • Recommending when benchmarking investment managers’ performance, or comparing between alternatives, might benefit the client, and how to go about that.

Corporate Services

The following range of services is provided by our business partners to companies and other entities within client structures:

  • Company formation including more complex structures such as cell companies, partnerships, and investment funds.
  • Director services where substance and expertise are required on a client entity.
  • Company management ensuring that the governance and reporting of the corporate entity is well managed at all times.
  • Asset management. Safeguarding the assets held within a client structure.

Tax Consultancy

Through our UK office we provide high-level tax consultancy to our clients. We take an oversight of the changing tax framework our clients find themselves in and ensure that their structures are up to date with the latest in international development and compliance. 

Legal Consultancy

Through our team of lawyers, we provide consultancy to clients on legal issues. This is helpful particularly where clients are engaging with expensive and protracted legal matters. Our involvement typically ensures that the matters are efficiently and effectively resolved.