Family Services

Family Holding Structures; Private Trust Companies; Succession Planning; Asset and Entity Administration.

Estates

We have over the decades successfully administered and settled all manner of significant estates; both for a prompt and efficient resolution as well as for generational preservation and distribution.

Charities

We support a variety of charitable structures and activities, domestically and internationally.

Real Estate Services

We have throughout our history offered full real estate solutions for clients and their estates, including administration, transactions and development.

Corporate

Financing – We serve in various trustee and agency capacities to facilitate corporate and transactional financings, such as securities and bond offerings; MTN Programs; Securitisations, etc.

Transactions – We facilitate corporate M&A and asset transaction in various capacities, such as Escrow agency, etc.

Entity Administration – We facilitate SPV’s, Holding, and Transactional entities to support corporate requirements

Funds; Asset Structuring

Fund Trustee and Administration – We have extensive experience with all manner of funds as Trustee, Administration and/or Custodian (We hold a CMS license to serve as Custodian and are an Approved Trustee for Collective Investment Schemes).

REITS – We have a special expertise in servicing REITS and private equity type real estate funds.

Specialty Assets – We actively support investors and their advisers in dealing with new asset classes and bespoke structures for separately managed accounts and platforms.