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Trustee services

At Praxis, we have been providing trustee services to individuals, families and companies around the world for over 50 years, to support succession planning, wealth preservation and asset protection.

Our trustee services include:
  • Provision of corporate trustees
  • Provision of corporate protectors
  • Administration, record keeping, accountancy and financial reporting services
  • Liaising with other trusted advisers, including accountants, lawyers, bankers, real estate managers and investment managers
  • Oversight of discretionary managed investment portfolio monitoring and performance reviews.

Our highly experienced team assists in the design, creation and administration of trusts for international clients, many of whom have cross border requirements.

We can also help with forced heirship planning, meeting philanthropic interests and holding a broad range of asset classes to suit your needs.

Praxis is well-versed in managing a wide range of trust entities, including discretionary trusts, reserved powers trusts, fixed interest trusts and both charitable and non-charitable purpose trusts.

To find out more about our trustee services, please contact a member of the team listed below.

Benefits of trustee services

Long-term wealth preservation

Trust structures help safeguard assets across generations, ensuring wealth is protected and managed in line with your long-term intentions.

Clear governance and control

Professional trustees provide robust oversight, ensuring decisions are made in accordance with the trust deed and supported by strong governance frameworks.

Effective succession planning

Facilitate the orderly transfer of wealth, helping to manage complex family dynamics and ensure continuity across generations.

Cross-border expertise

Navigate international legal, tax and regulatory considerations with confidence, supported by experienced teams familiar with multi-jurisdictional structures.

Coordinated adviser approach

Benefit from seamless collaboration with your legal, tax and investment advisers, ensuring all aspects of the structure operate cohesively.

Flexibility to meet evolving needs

Trust structures can be adapted over time to reflect changing family circumstances, philanthropic objectives and wider wealth planning strategies.

Why choose Praxis?

 

 

Tailored For Boutique And Mid Sized Managers (4)

Independent and aligned

As an independent provider free from private equity ownership, our focus is on investing in our people and infrastructure, enabling us to provide you with exceptional service.  

Dedicated Relationship Management (3)

Decades of experience

We bring over 50 years of experience in supporting high and ultra-high net worth individuals and families, as well as multi and single family office. Our seasoned fiduciary specialists have extensive experience in providing innovative solutions, giving you confidence that your affairs are in capable hands.

Expertise Across Jurisdictions (3)

Global reach

With offices and licences in key financial centres, we can establish and manage comprehensive and robust structures in the jurisdictions that evolve with and best serve your needs.

Cosec Streamlined Onboarding

Tailored & collaborative

Our team invests time to understand your unique family dynamics and objectives, delivering structures and strategies custom-made for you. We work with your other advisers to deliver joined-up support, guided by our core value: we succeed together.

Speak to a trustee services expert

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Meet the team