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
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