Real Estate | Trustee & Fiduciary Services

Real Estate | Trustee & Fiduciary Services

Real Estate | Trustee & Fiduciary Services

Operating throughout the world’s most stable and reputable jurisdictions, our international fiduciary specialists identify the most appropriate structures to protect and enhance your private wealth or corporate assets.

Over the years, we have earned an enviable reputation as leading professional trustees, dedicated to maintaining our clients’ prosperity. We aim to give you more control over your assets today, and more confidence about your holdings tomorrow – helping ensure that your family, employees, or favoured charities are well looked after for years to come.

Our experienced teams operate in both common law and civil law jurisdictions. We guide you through the complexities of local laws and regulations to find the right solution for you, arranging the initial establishment of a trust or foundation and administering it carefully to maximise the benefits. We ensure its legal and tax status is maintained and provide regular accounting and financial reporting.

Our fiduciary services in relation to real estate include:

  • Establishment and administration of trusts and foundations
  • Dedicated accounting and financial reporting
  • Estate planning
  • The establishment and maintenance of banking relationships

We can also assist with:

  • Private trust companies
  • Managed trust companies
  • Employee benefit trusts
  • Employee ownership trusts
  • Charitable trusts
  • Property unit trusts
  • Purpose trusts
  • Will trusts / pilot trusts
  • Executor services
  • Pre-IPO trusts

Benefits of a trust:

  • Asset protection and careful planning to ensure tax efficiency
  • Succession planning with full control on how assets are distributed upon death
  • Confidentiality and the avoidance of a public probate court hearing

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We remain committed to the pillars of our success; a client centric model, clear value proposition which reflects our understanding of our clients needs and firm commitment to deliver innovative solutions across all our key locations.

The Equiom Way
Jonathan Jennings, Chief Executive Officer

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