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We act for individuals, families and their advisers across a wide range of trust structures, often with cross-border considerations and evolving family requirements.
These frequently asked questions highlight how our trustee services support succession planning, protect wealth and provide effective oversight across complex structures and asset classes. If you would like to discuss a particular structure or requirement, we would be pleased to arrange a confidential conversation.
We act as trustee for a broad range of structures, including discretionary trusts, reserved powers trusts, fixed interest trusts, and both charitable and non-charitable purpose trusts. Our approach is tailored to the specific objectives of each structure, whether focused on succession planning, asset protection or long-term wealth preservation.
We work closely with you and your professional advisers to design and implement an appropriate trust structure. This includes advising on jurisdiction, trustee arrangements and governance considerations, as well as coordinating the establishment process to ensure the structure is robust, compliant and aligned with your long-term objectives.
We regularly liaise with a client’s wider advisory network, including legal, tax, banking, and investment professionals. Our role is to ensure effective coordination between all parties, supporting informed decision-making, and the smooth ongoing administration of the trust.
We provide ongoing oversight of trust assets, including monitoring discretionary investment portfolios and reviewing performance against agreed objectives. This ensures that investments remain aligned with the purpose of the trust and the needs of its beneficiaries, while maintaining appropriate levels of risk and governance.
Many of our clients have international footprints, and we are experienced in managing trusts with cross-border elements. We work with advisers across jurisdictions to address legal, tax and regulatory considerations, ensuring the structure operates effectively on a global basis.
Trusts are a well-established tool for structuring the orderly transfer of wealth, protecting assets, and addressing complex family dynamics. We also support more specific requirements, such as forced heirship planning and philanthropic structuring, ensuring the trust reflects your intentions both now and for future generations.
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