Three lines of service. One continuous relationship.
A trust is not a document. It is a structure that has to be designed, built, run and governed — and one day handed on.
Trust & Succession
Trusts, foundations, and the offices that sit around them.
- Discretionary trusts
- Reserved powers trusts
- Foundations, with councillors and, where required, a guardian
- Private trust companies
- Letters of wishes
- Protectors
- Family charters
- Distributions
Family Office Services
Structure and coordination. We do not sell products.
- Family office design
- Consolidated multi-entity reporting
- Banking and custody introductions
- Asset registers
- Governance and delegation
- Transparent fee ledger
Corporate Services
The operating layer beneath the structure.
- Incorporation
- Directors and company secretary
- Registered office
- Accounting and audit coordination
- Economic substance assessment and annual reporting
- Beneficial ownership filings
- Payroll
- VAT and EORI for UK and EU trading subsidiaries
We work with families whose members, assets and obligations sit in more than one jurisdiction. The work is administration rather than advice: structures are established, kept current, and documented so that they stay legible to whoever reads them next.