Private Clients

Trust and foundations

We manage the formation and ongoing administration services for all types of trusts, private trust companies (PTCs), managed trust companies (MTCs), private unit trusts (PUTs) and foundations.

Support for families

We provide the following roles of trustee, executor, protector, enforcer, foundation council member and nominee.

Succession planning

We ensure our clients are up to date with regards to wills and letters of wishes. We can also assist with intergenerational planning and coaching to ensure the smooth transfer of wealth to the next generation.

Philanthropy

We assist with charitable giving charters, charitable trusts and foundations, structuring philanthropic giving strategies, distributions and the provision of fiduciaries.

Lifestyle and luxury asset management

We assist with the management and administration of luxury assets such as aircraft, real estate, maritime and other assets of passion.

Regulatory and tax compliance

We support families and individuals with tax compliance, economic substance rules, GDPR, CRS, FATCA, reporting and general corporate governance compliance. We can also provide support service in the event of family or third-party dispute or litigation.
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