Trust

We take responsibility for the development, implementation, administration and management of a wide variety of wealth planning structures including trusts, private trust companies, foundations, partnerships, companies, philanthropic entities, employee benefit trusts and escrow arrangements. Once the structure is established, we are appointed to the board, oversee transactions and perform the day-to-day administration with an emphasis on substance, compliance and sound documentation.

We have experience in holding and acting as fiduciary for a wide variety of assets including:

• Investment portfolios
• Commercial real estate and development projects
• Residential real estate
• Private / family company shares
• Private equity investments
• Carry interests and co-investment rights
• Intellectual property
• Yachts
• Artwork and antiques
• Bloodstock