Close

Foundation and trust administration services

Guernsey is a highly respected, progressive and modern wealth structuring jurisdiction. Our responsive and flexible team works collaboratively with your advisers to create and administer bespoke solutions to meet your wealth planning needs.

We can support you with:

  • Accounting and bookkeeping services
  • Family investment companies
  • Family offices
  • Foundations
  • Governance
  • Investment reporting and monitoring platforms
  • Luxury asset management
  • Philanthropy
  • Portfolio administration and monitoring – public and private assets
  • Private companies and limited liability partnerships
  • Private funds
  • Private Office lifestyle management
  • Private pensions (international and local)
  • Private trust companies (PTCs) and private trust foundations (PTFs)
  • Regulatory reporting
  • Risk management and compliance
  • Shariah-compliant structures
  • Tax reporting
  • Trusts
  • One dedicated team
  • Unrivalled technical expertise
  • Committed service delivery

Contact us today to learn more about our comprehensive 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.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

We’re ready to listen.

Make an enquiry

Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

View job vacancies