Trust Services for Private Clients

Practical trust solutions for wealth planning

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We help private clients ensure wealth across generations by developing plans for both estate planning and investment structures. While each situation involves a bespoke plan, our core trust services include fulfilling roles such as trustee or executor and assisting with asset protection and succession planning structures. Our practical solutions paired with fast turnaround times help our clients preserve and protect their wealth for generations to come. We work in advantageous jurisdictions across the globe, including the British Virgin Islands, the Cayman Islands, Cyprus, Hong Kong and Singapore.

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Trustee Services & Trust Administration

Our team is an offshore leader when it comes to both the establishment and administration of all types of trusts.

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Private Trust Company

Using our team as the registered office for your private trust company gives ultra-high net worth families the benefit of our extensive expertise in the private wealth industry.

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FATCA/CRS Compliance Solutions

Our experts across the world assist clients to meet regulatory requirements under the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS), which govern the automatic exchange of financial account information between tax authorities, including the identification and fulfilment of reporting obligations.

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Protector and Enforcer Services

We provide independent protector and enforcer services, supporting effective oversight of trust structures, safeguarding beneficiary interests, and ensuring fiduciary arrangements are administered in line with the trust deed, its governing law, and the long-term intentions of the settlor.

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Executor Services

Appointing our team in BVI as executor provides families with structured, impartial oversight to ensure estates are administered efficiently and in line with the testator’s wishes.

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Trust Accounting Services

We offer a full range of trust accounting to support high-net-worth individuals and intermediaries across the BVI, Cayman Islands, Cyprus, Hong Kong, Singapore and United Kingdom that apply International Financial Reporting Standards (IFRS).

Our Global Trust Jurisdictions

Our trust services are delivered across leading international jurisdictions, supporting private clients with the establishment, administration, and ongoing governance of trust structures. We work with trusts governed by the laws of the BVI, Cayman, Cyprus, Hong Kong, and Singapore tailoring our support to the legal, regulatory, and reporting requirements of each location.

With on-the-ground expertise and coordinated global teams, we help ensure trust arrangements are administered efficiently, remain compliant with applicable laws, and continue to support long-term family and succession objectives as circumstances evolve.

Explore all Jurisdictions

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Every high-net-worth family’s situation is shaped by personal dynamics, asset composition, and long-term priorities. We focus on designing trust arrangements that reflect how families live, invest, and plan, rather than relying on standardised templates. This ensures trust structures remain workable, relevant, and adaptable as family needs evolve.

Establishing a trust is only the starting point. We remain actively involved throughout the life of the trust, supporting decision-making, administration, and change of trust management as circumstances develop. This ongoing engagement helps ensure trust arrangements continue to operate as intended rather than becoming static or outdated.

Trusts often sit at the intersection of multiple assets, advisors, and jurisdictions. We provide a central point of coordination, helping align inputs from lawyers, accountants, and other advisors over time. This reduces fragmentation and helps families maintain clarity and consistency across complex arrangements.

Trusts are frequently relied upon during periods of transition, such as succession events, changes in family structure, or periods of incapacity. We are experienced in supporting trusts through these moments with care, diligence, and attention to detail, helping families navigate change while maintaining stability and purpose.

Ready to Establish Your Trust Structure?

Plan with confidence. Our trust specialists support private clients in establishing and administering trust arrangements in leading international jurisdictions, helping ensure clarity and long-term alignment with your family’s wealth planning objectives.

Many trust structures are designed with mechanisms that allow for amendments or adaptations as circumstances evolve. This may include updating administrative arrangements, revisiting distribution frameworks, or exercising reserved powers, subject to the trust deed and governing law.

Clear documentation and disciplined administration play an important role in managing expectations. Trusts allow families to formalise how decisions are made and communicated, helping reduce ambiguity and potential misunderstandings over time.

Accurate trust accounting supports transparency, informed decision-making, and compliance with reporting obligations. It also provides beneficiaries and advisers with a clear financial picture of trust activity, particularly where multiple assets or structures are involved.

Trust Services for Private Clients

Continuity, control, and care across generations.

Explore Our Private Client Services

Trustee Services & Trust Administration

Private Trust Company

FATCA/CRS Compliance Solutions

Protector and Enforcer Services

Executor Services

Trust Accounting Services

Our Global Trust Jurisdictions

Why Choose Us for Trust Services

Practical structuring for real high-net-worth family circumstances

Ongoing involvement beyond trust establishment

Coordination across assets, advisors, and timelines

Experience supporting sensitive and transitional moments

Ready to Establish Your Trust Structure?

Our People

Joe Cheung

Claire Abrehart

Horacio Woycik

Marisa Efstathiou Petevi

FAQs on Trust Services

Can trust arrangements be adjusted over time?

How are beneficiaries’ expectations managed within a trust?

What role does trust accounting play in effective administration?

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