Trustee & Fiduciary Services

Expert Fiduciary Services for Your Wealth and Assets

Managing private wealth or corporate assets can be complex, especially in a global landscape. At Equiom, our international fiduciary specialists operate in the world's most stable and reputable jurisdictions, providing you with the most appropriate structures to protect and enhance your assets. Our aim is to provide greater oversight, management and control over your holdings today and provide greater confidence in the preservation of wealth for the future, ensuring that your family, employees, or favoured charities are well looked after for years to come.

Our Services

Our experienced teams operate in both common law and civil law jurisdictions, guiding you through the complexities of local laws and regulations. We handle the establishment of trusts or foundations and administer them meticulously to maximise benefits. Our services include maintaining legal and tax status, providing regular accounting and financial reporting, and much more.

How We Can Help

We offer a comprehensive range of fiduciary services, including:

Establishment and Administration of Trusts and Foundations: These can hold a variety of financial and non-financial assets
Dedicated Accounting and Financial Reporting: Ensuring transparency and compliance
Estate Planning: Helping you manage and plan for the future distribution of your assets
Banking Relationships: Establishing and maintaining essential banking relationships.

Additionally, we assist with:

Private trust companies
Managed trust companies
Employee benefit trusts
Employee ownership trusts
Charitable trusts
Property unit trusts
Collective Investment Schemes – open and closed ended
Purpose trusts
Special Purpose Vehicles (SPVs)
Will trusts / pilot trusts
Executor services
Pre-IPO trusts

At Equiom, we are dedicated to maintaining our clients' prosperity with expert fiduciary services that provide stability and peace of mind. Let us help you secure a confident future for your wealth and assets.

This content has been carefully prepared and is provided for general information purposes only. It offers a high-level overview of certain services available across the Equiom Group and does not constitute legal, tax, regulatory, investment or other professional advice.

Not all services are provided by every Equiom Group office or entity. For advice specific to your circumstances, please contact our team or an Equiom Group office of your choosing.