Trusts, companies and foundations are effective structures for private wealth management and succession planning. Through our team of trust, company and foundation specialists, accountants, lawyers and administrators, we can establish structures that offer tax and estate planning benefits whilst navigating heirship rules. By either transferring a client’s assets to a trust for the benefit of chosen beneficiaries, to a foundation under the guidance of a trusted family council or a company under the guidance of a board of directors, our services develop and implement solutions that comply with all legal and regulatory requirements for individuals and families based in single or multiple jurisdictions. 

As all trusts, foundations and companies require compliance, accounting and tax reporting, our services also provide full administration services.