Trust & Foundations Formation

We provide strategies and solutions tailored to individual needs including the establishment of legal structures such as trusts, funds and foundations to protect and preserve your wealth.

Establishing trusts, funds and foundations

Our team of experts guides clients through the entire process from initial consultation to drafting of trust documents and selection of trustees.
We offer ongoing support in the administration and management of the trust including asset protection strategies, distribution planning and compliance with tax and reporting obligations.

We take into consideration various factors such as the choice between a trust or foundation, selection of fiduciary structures, assist in determining the type of settlement, help you to navigate the selection of the proper jurisdiction as well as the location and jurisdiction of trustees, council members and protectors.