Fiduciary Services

Fiduciary Services

We offer a comprehensive fiduciary service for our private clients. Through a tailored, flexible and often multi-jurisdictional approach, we specialize in protecting and nurturing our client’s private capital in real estate, financial and non-financial assets.

Our personal trust services are for clients wishing to establish discretionary or fixed interest trusts. Working with legal and tax advisers we assist in the structuring of the trust, provide personal or corporate trustees, and support ongoing administration. Diligent administration is required to ensure capital or income is distributed in the most tax efficient manner, while ensuring fiscal responsibilities are met.

Our personal trust services include

  • Establishment of trust
  • Trustee services
  • Administration of trust
  • Compliance
  • Cash management
  • Accounting and financial reporting