Private Client Services
Trust, Company & Foundations
Formation and administration of trusts, companies and foundations across suitable jurisdictions.
Overview
Pick the right vehicle
A trust, a company and a foundation do different jobs. The right choice depends on who owns what, where assets sit and what you need the structure to do over time.
We help private clients and families set up and run these vehicles. Documentation stays clear. Governance stays practical. We coordinate with your legal and tax advisers where specialist input is needed.
Services
What we cover
Trust formation
Trust establishment, documentation and ongoing administration where available.
Foundation services
Foundation formation and governance in appropriate jurisdictions.
Corporate vehicles
Companies and holding structures used alongside private wealth arrangements.
Administration
Records, filings, document management and coordination with legal and tax advisers.
Approach
How we work
Review
We discuss objectives, existing structures and jurisdictional considerations.
Structure
We identify the appropriate vehicle and how to implement it.
Administer
We support formation, documentation and ongoing administration.
Discuss your requirements
Contact us about trusts, foundations or corporate vehicles.
Arrange an Initial Consultation