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SERVICES

Trust Administration

Trusted advisor to affluent families

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Our family office style trust services combine proven financial expertise with a unique degree of personal care. This is harnessed to manage and protect client assets. Our trust work is carried out by a dedicated team, complete with specialist trust administrators who are highly adept at delivering optimum trust solutions for our clients.

We are licensed by the Gibraltar Financial Services Commission as professional trustees, and our licensed trustee entities are Finsbury Trust Company Limited and Finsbury Trust Corporation Limited.

We have a long history in providing trust formation and management services in both the private and commercial arena. Typically, we work with:

  • Discretionary Trusts
  • Asset Protection Trusts
  • Special Purpose Trusts
  • Private Trust Companies

The services we offer cover:

Corporate formation and administration
  • Advice on trust structuring and implementation
  • Formation and administration of companies and other structures which may be used in conjunction with trusts
  • Provision of discretionary corporate trustee services
  • Provision of directors and secretaries
Trust management
  • Ongoing administration and trusteeship of trusts
  • Review client’s trust deed and activity profile
  • Trust account administration and trust document compliance
  • Dedicated Trust Officer and daily monitoring of accounts
  • Objective review of requests from beneficiaries and other parties in relation to trust assets and managers
Accounting and reporting
  • Tax compliance; procurement and coordination of tax advice
  • NAV calculation
  • Preparation, submission and agreement of tax returns and assessments
  • Maintenance of accounting records
  • Annual tax preparation & filing
  • Investment monitoring
  • Periodic Statements to Settlors and Beneficiaries
Relationship management
  • Managing relationship with trust shareholders
  • Liaison with banks, brokers, other financial intermediaries and specialist consultants
  • Coordination with professional advisers in order to establish an optimum structure for the client
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"In my capacity as a private client lawyer I have had occasion to work with Finsbury, and its predecessors, for over thirty years. In particular, I have worked with William Cid de la Paz for over 25 years. I have always found Finsbury to be both honest and efficient, and to approach every project with openness, experience and common sense. The level of William's availability, his simple courtesy, his command of the intricacies of every structure on which we have worked together (on an ongoing basis), and his management of back-office roles in support of the substantive arena, are, in my opinion, amongst the very best in the world."
Jeremy Cohn,
Trust Lawyer

Interested in this Service?

Get in touch today and one of our representatives will help you with all of your requirements.