We provide a full suite of trust, foundation and administration services, compliance services, preparation of periodic reports, investment reviews, establishment of subsidiary entities, maintenance of accounting records, and meeting with founders, settlors and beneficiaries.
The underlying assets of the trusts we administer include investment and operating companies, bank and brokerage accounts, properties, aircraft and luxury yachts.
Our trustee services include:
- Establishing and administering trusts
- Supporting you in your investment strategy and how to best invest your assets within the trust
- Impartial and empathetic approach to decisions affecting beneficiaries
- Safekeeping of trust assets
- Continuity of trust management across multiple generations
- Tax preparation, record-keeping and accounting