Our fiduciary and trust services address the complex legal, tax and succession planning requirements of international families, providing sophisticated structuring solutions that ensure wealth preservation across generations. We combine deep technical expertise with practical experience in international estate planning, working closely with leading legal and tax professionals to create bespoke arrangements that optimise tax efficiency while maintaining family governance and values alignment.
Creation of bespoke trust structures incorporating domestic and offshore arrangements for optimal tax efficiency, asset protection and succession planning. Our trust services encompass discretionary trusts, settlor-directed arrangements, reserved power structures and specialised vehicles including Sharia-compliant options.
Direct fiduciary services where appropriate, providing professional oversight of trust assets and distributions. Our fiduciary team combines technical expertise with deep understanding of family dynamics and objectives.
Establishment and administration of private trust companies providing families with enhanced control, confidentiality and succession planning capabilities. PTCs offer bespoke governance structures while maintaining appropriate fiduciary oversight.
Comprehensive ongoing administration including asset management, distribution processing, beneficiary communication and regulatory compliance. We maintain detailed records and provide transparent reporting to all relevant parties.
Strategic wealth transfer planning incorporating tax-efficient structures, family governance and succession preparation. Our approach ensures smooth wealth transition while maintaining family unity and shared values.
Complex estate planning for internationally mobile families, incorporating multiple jurisdictions’ legal and tax requirements. We coordinate with leading legal professionals worldwide to ensure compliant and efficient estate structures.
Strategic tax planning across jurisdictions, incorporating international tax treaties, residence planning and structural optimisation. We work closely with specialist tax advisors to ensure maximum efficiency while maintaining full compliance.
Comprehensive succession planning encompassing both wealth transfer and governance transition. We facilitate leadership development, governance education and smooth transition of family office relationships across generations.
Expert navigation of complex international regulatory requirements affecting high-net-worth families. We coordinate compliance across multiple jurisdictions while maintaining operational efficiency and family privacy.
Comprehensive management of tax reporting, disclosure obligations and regulatory filings across relevant jurisdictions. Our compliance team ensures timely and accurate reporting while minimising administrative burden on families.
Integration with external legal, tax and regulatory professionals worldwide. We maintain relationships with premier advisors across international financial centres, ensuring families receive coordinated professional advice.
Ongoing assessment and mitigation of regulatory, operational and reputational risks affecting family wealth. We maintain comprehensive risk management frameworks appropriate for internationally active families.
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