Private Client

Private Client Services

Trust, Company & Foundations

Trusts, companies and foundations each serve different planning needs. Finstow supports clients with formation, administration and coordination across suitable jurisdictions.

Overview

Structures Built for Purpose

The right structure depends on ownership, location, assets and long-term objectives.

Finstow helps private clients and families establish and administer trusts, companies and foundations with clear documentation, practical governance and coordinated professional support.

Services

What we cover

  • Trust Formation

    Coordination of trust establishment, documentation and ongoing administration where available.

  • Foundation Services

    Support with 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.

Clients

Who we support

  • International families
  • Private investors
  • Principals with cross-border assets
  • Clients planning succession across generations

Approach

How we work

  1. Step 1

    Review

    We discuss objectives, existing structures and jurisdictional considerations.

  2. Step 2

    Structure

    We help identify the appropriate vehicle and implementation approach.

  3. Step 3

    Administer

    We support formation, documentation and ongoing administration.

Discuss your structuring requirements

Speak with Finstow about trusts, foundations or corporate vehicles for your private wealth planning.

Arrange an Initial Consultation