Independent stewardship for what matters most.
Trustee, agency and administration services that protect assets, respect the intentions behind them and hold up for generations.
Acting in your interests, not ours.
A fiduciary has to act with care, loyalty and impartiality. That duty sits at the centre of everything we do.
Whether we are trustee of a family trust, escrow agent on a transaction or administrator of a holding structure, we take decisions properly, document them thoroughly and keep beneficiaries and stakeholders informed. We are independent of any bank or investment house, so our judgement is our own.
Structures built to protect and to last.
Trust establishment & administration
We work with your legal and tax advisers to establish the right trust for your objectives. We then administer it with the care and record-keeping a trust needs if it is to last.
- Discretionary and fixed-interest trusts
- Settlement and deed preparation, with your lawyers
- Trust accounts and record-keeping
- Distributions and beneficiary liaison
- Letters of wishes and periodic reviews
- Migration of existing trusts
Professional trustee services
We act as sole or co-trustee and bring independence and continuity to a structure, especially where family members or business partners would prefer an impartial party in that role.
- Sole and co-trustee appointments
- Replacement trustee on retirement
- Protector and enforcer liaison
- Trustee decision-making and minutes
Private trust company support
For families who want a closer role in trustee decisions, a private trust company (PTC) can be the answer. We help set up and run PTCs so that governance stays robust and compliant.
- PTC incorporation and constitution
- Board composition and directorships
- Company secretarial for the PTC
- Decision frameworks and policies
Escrow & agency services
When parties need a neutral, dependable third party, we hold funds, documents or security under clearly agreed terms and release them only when the conditions are met.
- Escrow agent for M&A and commercial deals
- Security trustee and security agent
- Paying and process agent appointments
- Document custody
Holding company & SPV administration
Investment holding companies and special purpose vehicles must be properly managed and controlled. We provide the administration and governance that give them substance and keep them in good standing.
- Holding company and SPV set-up
- Directorship services
- Nominee shareholder arrangements
- Bank account opening support
- Ongoing administration
- Liaison with auditors and tax advisers
Succession & legacy structures
Passing on wealth or a business means planning for people as well as assets. We help families put structures in place that provide for the next generation and avoid uncertainty.
- Family business succession structures
- Family governance and family charters
- Philanthropic and charitable trusts
- Coordination with estate planning advisers
We do not give legal, tax or investment advice. We work alongside your lawyers, accountants and tax advisers, who do.
Let's talk about your structure.
Whether you are setting up something new or moving an existing company or trust to us, we will start with a confidential conversation.