Trustee Services / Foundation Management

The use of fiduciary structures for estate planning, and asset protection remains key to planning for individuals’ wealth.

We provide a professional confidential service to our clients while at the same time meeting modern day regulatory requirements.

Experienced and qualified staff are able to act in the provision of trustee, and foundation council member services, as well as with the formation of Trusts and Foundation in various jurisdictions. Trustee services may be provided for Discretionary Trusts, Fixed Trusts, Purpose or Charitable Trusts, Vista and Special Purpose Trusts.

We can advise and assist with the creation and administration of Private Trust Companies (PTCs) in various jurisdictions.

Following the recent introduction of legislation in the Cayman Islands, Isle of Man, Jersey, Guernsey, Gibraltar and the Seychelles there are now many common law or mixed jurisdictions offering private foundations.

We can help explain the nature of these entities, and provide a comparison between foundations and trusts to assist you in choosing the appropriate vehicle for your circumstances.

We provide efficient administration, accounting and coordination for each relevant entity.

Fees will normally comprise a fixed element plus a charge based on time spent, or alternatively entirely fixed fees may be negotiated on a case by case basis. They will vary depending on the complexity of the business undertaken, and the activity of the entity, and on the reporting requirements.