Our Services

Trust Administration

Trust Administration

We specialise in administering trusts for individuals and their families

Tried and tested for centuries, trusts are used by wealthy families worldwide for effective estate and succession planning and remain a popular choice for wealth management by UHNW/HNW individuals and families.

Particularly effective for tax planning when moving from one country to another, trusts can assist in ensuring your family interests are maintained through the generations, and that family members are looked after in the event that the head of the family is unable to continue in that role due to illness or incapacitation. Our trustees are experienced in working with large trust structures designed to help wealthy families achieve their personal goals.

Trusts can hold a variety of assets including shares in private companies, property, quoted investment portfolios, fine arts, classic cars and any variety of investment class.

Whatever your objectives are, the implementation of a tailored robust ownership structure for family assets will be of benefit to you and your family.

Trusts are a legal arrangement with the Trustee, they are not registered anywhere and provide confidentiality. Segregation of assets between settlor and the trust creates asset protection and creditor protection.

Provided alongside additional services for those more traditional assets, our team has the experience and understanding of your need to balance personal and professional interests accordingly. We also assist families with all aspects regarding the creation and ongoing administration of their chosen structures.

· Wealth planning tool (particularly when immigrating or emigrating)
· Orderly inter-generational wealth transfer
· Protection against forced heir-ship
· Creditor and asset protection
· Protection against political and economic uncertainty
· Tailored and highly flexible
Key Features

The Forward Approach to Trust Administration

  • Full compliance with all rules and regulations
  • Bookkeeping and accounting
  • Locally resident Trustees
  • Access to a global network of professional tax advisors
Our Team

Key Contacts

Ready to move forward?

Talk to our team today and let's move forward together, with clarity and confidence.