Trusts.
Tailored fiduciary services, designed and delivered for successful wealth preservation. From the planning and formation of trusts to the administration and management of assets.
Our team are experienced in understanding the complex legal, tax and reporting issues involved, ensuring the long-term goals for a family’s wealth are met. Whatever the circumstances, our clients have the benefit of a detailed, carefully considered plan.
Trust formation
Trusts are a flexible and well-proven method of confidential succession, wealth and inheritance planning. They provide governance, financial benefits and management controls for the long-term preservation of wealth. Artemis has experience in Guernsey law trusts as well as other key jurisdictions.
The purpose of trusts
- Flexible, cross-jurisdictional, multi-generational succession planning
- Preservation of wealth
- Confidentiality
- Structured mitigation or deferral of taxation
Trust administration
We offer the full suite of trust administration services and work with established investment managers as well as smaller asset managers. Our personal approach is supported by relationships with reputable law and audit firms, building a lasting network of support for our clients.
Our qualified professionals oversee the effective administration of structures, alongside accounting and reporting services and the coordination of banking and investment relationships.
Ready to protect what you have built?
Speak with us about establishing or migrating a trust to Artemis.