Corporate services

Our principal risk management strategy is to assist clients to carefully filter prospective opportunities and to focus exclusively on a few projects whose fundamentals best match the client or enable the client to gear up to the point of being able to responsibly participate in such individually attractive or specifically tailored opportunity.

Our network member firms operate in most key financial jurisdictions. The choice of jurisdiction depends on what best suits a particular individual or family's requirements.

Trust and fiduciary services

  • Security and stability: A trust is a well-recognised legal structure for holding assets. It helps protect these assets from social, political and economic instability which may exist in a settlor's home jurisdiction.
  • Flexibility: A discretionary trust is extremely flexible and can be tailored to a family's changing circumstances and needs.
  • Confidentiality: Trust assets are legally owned by the trustees and are held in their names, not in the names of the settlor or the beneficiaries. The trust accounts are private, and do not have to be filed with any public authority.
  • Estate planning: A trust can ensure that wealth earned by an earlier generation stays within the family. It can also help remove disputed assets from a settlor's estate.
  • Tax planning: If created and operated with care and with appropriate advice from tax experts in the relevant countries, a trust can mitigate tax. For example, it may be tax-effective if created before you emigrate to another country. It may also help to avoid taxes which arise on death.
  • Family asset management: A trust can provide a centralised asset management structure for beneficiaries who are not in a position to manage assets themselves.
  • Probate settling. A trust can remove the need for probate, which can be a slow, expensive and public process.
  • Forced heirship: If correctly structured, a trust can be used to avoid forced heirship rules.
  • Asset protection: This is a function of most trusts, but some trusts are created specifically to shelter assets from potential creditors, although care must be taken in all cases to ensure that no transfers of property into trust are made in such a way as to prejudice any known creditor claims.
  • Consolidation of assets: A trust can be used to centralise the holding of assets scattered around the world.