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Trust services

Trusts can offer high net worth individuals a range of wealth protection benefits including asset protection, succession planning, and avoiding or minimising income and capital gains tax.

Our bespoke fiduciary services to high net worth clients are available via our two private trust companies: the Argyll Trust Company (authorised in Nevis as a corporate trustee) and Argyll Trust Company Limited (registered in New Zealand as a corporate trustee). These services include:

  • Setting up of the trust according to the settlor''s wishes including preparation of all legal documentation, legal compliance and review of settlor''s instructions;
  • Drawing up and execution of the Trust Deed;
  • Opening and administration of the trust bank account;
  • Daily administration of the trust with full client access via online reporting;
  • Preparation of trust''s annual financial statements and accounts as required; and
  • Implementation of investment objectives as detailed by the settlor or their investment advisors.