Trust, Company & Foundation Services for Wealth Protection
We offer tailored trust, company, and foundation solutions for asset protection, estate planning, and succession across global jurisdictions. Our experienced private client team provides expert guidance to help safeguard your wealth, ensure continuity, and preserve your legacy for future generations.
- Discretionary Trusts
- Reserved Powers Trusts
- Managed trust companies (MTCs)
- Foundations
- Family limited partnerships (FLPs)
- Shell Companies
Private Trust Companies (PTCs) — Flexible Control Over Family Wealth
Private Trust Companies offer families greater control and flexibility in managing trusts and family assets. Run by a board of directors — often including family members and trusted advisers — PTCs allow decisions to reflect the founder’s wishes while ensuring professional trust and corporate administration. Our expert team assists in setting up and managing PTCs, guiding you through the benefits and ensuring full regulatory compliance.
- Family Control
- Confidentiality
- Ease of Changing Trusteeship
- Speed of Decision Making
Philanthropy & Impact Investing
In today’s world, many families and businesses are prioritizing philanthropy and socially responsible investing. We help structure and manage charitable giving, ensuring tax efficiency and maximum impact. Our team also guides clients in ESG-aligned investments that create positive social outcomes while generating financial returns — supporting your legacy and family values for future generations.
- Philanthropic Structure Setup & Administration
- Strategic Oversight & Advisory Support
- Financial Monitoring & Legacy Planning
Real Estate Structuring & Management
Global real estate offers strong opportunities, but complex regulations require expert guidance. With deep experience in property structuring, funding, directorship, management, and regulatory compliance, we help private clients and investors establish and manage property investments across jurisdictions. From acquisition to development and sale, we handle the full lifecycle of your real estate assets.
- Tailored Structure & Setup
- Comprehensive Administration & Advisory
- Financing & Strategic Support
Transparent. Collaborative. Results-Driven.
At our company, every project begins with a deep understanding of your unique needs. We believe that a successful partnership is built on transparent communication, collaborative innovation, and a methodical approach that transforms challenges into measurable results.
Discovery & Strategy
Planning
Execution & Implementation
Monitoring & Optimization
Driving Growth Through Strategic Clarity
Celebrating Excellence
We’re proud to be recognized for our innovation and impact. Our awards reflect our commitment to quality, excellence, and the trust our clients place in us.
Innovation & Strategic Leadership
Management Consulting Firm of the Year
Management Consulting Firm of the Year
Overall Consulting Excellence
Business Strategy & Change Management
Why Our Clients Love to Work with Us!
Daniel Foster
Maria Sanchez