Trustee Activities
As professional trustees, we manage assets and other properties, including shares, companies, artworks, real estate, and yachts, from an administrative, financial, and accounting perspective. Our services encompass the drafting of trust deeds, comprehensive reporting, and ongoing administration.
Originating in English law, a trust is a legal arrangement in which a Settlor transfers assets to a Trustee, who manages them for the benefit of one or more Beneficiaries. The assets are placed in a separate trust fund, legally distinct from the Trustee’s own property, ensuring continuity and protection over time. Initially developed in common-law jurisdictions, trusts are now widely used in civil-law countries for their flexibility, confidentiality, and adaptability to personal and financial needs.
Our practices
- Social Purpose Trusts: A streamlined alternative to foundations, trusts are often preferred for their simplicity and efficiency in fulfilling predetermined objectives.
- Family and Personal Asset Protection Trusts: Designed to safeguard minors, vulnerable individuals, and family wealth, these trusts help manage family crises or serve as substitutes for marital property arrangements for unmarried couples.
- Succession-Focused Trusts: Facilitating smooth generational transitions in business ownership, these trusts accommodate different tax regimes and are often favored over wills due to their ability to delay asset transfers until specific conditions are met.
- Holding Function Trusts: Offering greater flexibility than direct company shareholdings, these trusts provide procedural advantages, particularly in compliance with regulations on listed companies and syndicate agreements.
- Guarantee Trusts: Commonly used in debt restructuring agreements or legal disputes, these trusts allow assets to be entrusted to a trustee to secure financial obligations or safeguard contested property.
- Liquidation Trusts: Used in corporate liquidations, these trusts hold residual assets while awaiting the resolution of disputes or investigations.
