Trustee & Fiduciary Services

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. 

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing. 

Other related services

• Wealth Structuring & Succession Planning

• Family Office Services

• Private Foundation Services

• Financial Accounting & Reporting Services

• Direct & Indirect Tax Compliance and Advisory Services

• Wills, Will Trusts, Probate, Executorship Services