Governance and asset holding structures

We provide professional trustees, directors and officers for trusts, companies, foundations, funds and all types of asset holding structures, along with proper record keeping and document security management. All linked to your family governance structure and family strategy.

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We provide:

  • Trustee, private trust companies, foundations, partnerships, holding companies, etc. in both common law and civil law environments globally
  • Family office set-up, incubation and related stewardship and guidance
  • Governance diagnostic reviews
  • Proper record keeping, documentation and minute taking of meetings and decisions taken
  • Transaction(s) management, execution and documentation oversight
  • Secure and digital document management, control and safe-keeping
  • Periodic holding structure and governance health-checks
  • Global family KYC repository agent enhancing governance and control around such important information and documentation
  • Bookkeeping, accounting and accounts / financial statement preparation for all such holding entities (stand alone and  consolidated and in line with GAAP)
  • Global custodian network
  • Insurance Intermediary network

We know how and we want
to know you.

So wherever you are
we’re ready to listen.

Our people expertly combine their know how with an ability to know you. Get in touch and give us an opportunity to get to know you and your needs better.

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