Trustee & Fiduciary Services

Trustee & Fiduciary Services

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 wealth structuring fiduciary services include:

  • Establishment and administration of trusts and foundations, which can hold a variety of financial and non-financial assets
  • 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

Other related services

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It’s important to us to understand what issues and outcomes our clients could face, and to make sure that we’re keeping them informed so that they are best placed to deal with whatever happens.

The Equiom Way
Matt Tabb, Chief Marketing Officer

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