Trust & Trustee Services

Families have been using trusts to preserve and manage their wealth for the benefit of their heirs for centuries. Trusts provide a means of protecting their assets and controlling how they are used after they have been given away. The tremendous flexibility and variety of trust instruments make them uniquely useful for estate and succession planning.

Trusts offer great advantages – particularly for individuals who are changing their domicile, residence or citizenship; those with family resident abroad; those seeking asset protection; those who wish to dispose of their estate on death freely and without recourse to a lengthy and expensive probate procedure; those who have special needs heirs or wish to establish education trusts; those who have businesses which they wish to protect for successive generations and those who are looking for secure vehicles and an independent third party for fund raising and project management.

In addition to trusts we offer Foundation establishment and council advisory services. A foundation is similar to a trust but a council (similar to a board of directors) administers the foundation’s assets instead of a trustee.