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Protecting and preserving your family trust or foundation funds is crucial. However, managing them can be overwhelming without professional support. With our expert fund and trust administration services, you can have peace of mind knowing that your assets are secure and that your funds will grow over time.
We can support you with:
- Bookkeeping and accounting
- Family investment companies
- Family and private fund formation and administration
- Holding company formation, management and administration
- Management of carried interest and co-invest vehicles
- Management of private trust companies (PTCs) and private trust foundations (PTFs)
- Services to family offices
- Tax filings and compliance (for clients based in the USA)
- Foundation and trust formation, administration, and management
Trust administration
Navigating the legal structures of family or personal trusts can be complex. Our expert trust administration services can guide you through the process and protect your assets every step of the way. We’ll take care of the details, from following rules to tracking financial records, all customised to meet your unique needs and goals.
Foundation administration
Private foundation administration services can provide invaluable support in managing the financial aspects of your foundation. With the help of our foundation administration services, you can ensure that your foundation’s funds are being managed effectively and that you’re meeting all legal requirements.
- One dedicated team
- Unrivalled technical expertise
- Committed service delivery
We understand that personal touch is essential in building strong relationships with our clients. That’s why we focus on both IQ and EQ, providing you with the customised support you need to achieve your investment objectives.
With an integrated, global approach, we can provide consistent and reliable support to foundations, families, and their family offices all over the world.
Contact us today to learn more about our foundation and trust administration services.
Foundation and trust administration FAQs
What is the role of a trust administrator?
A trust administrator plays a crucial role in managing a financial account on behalf of yourself or someone else (the beneficiary). Trust administrators monitor funds, communicate with all parties involved in the trust, and ensure compliance with the trust’s rules as well as legal financial regulations and legislation.
What is the difference between a trust and a foundation?
A trust is a lawful agreement where a trustee is responsible for managing assets on behalf of the beneficiary. The trustee is the owner of the assets and must adhere to specific regulations while managing them for the beneficiary’s benefit.
A foundation, however, is a legal entity that owns and manages its assets independently. Foundations are typically created for specific objectives, such as philanthropy or supporting a particular cause.
What is the difference between a private foundation and a public charity?
A private foundation is a non-profit charity set up by a single benefactor, which could be an individual or a business. The foundation’s funding comes from a single source, and its grants typically go to other charitable organisations. Whereas, a public charity relies on public donations and publicly raised funds to support its services.