Trust settlements and administration

Our dedicated team will work closely with a Settlor or their professional advisor to identify the most appropriate structure to suit the Settlor's requirements which may be for Estate and Succession Planning, Forced Heirship, Asset Protection or Charitable donations. We recognise that you have placed your trust in us and that the preservation and conservation of your wealth is of utmost importance to you. 

Our Fiduciary Services include;

• Settlement of trusts and trusteeship services
• Establishment of foundations in the Isle of man and other jurisdictions
• Family Office services
• In-house accounting services

Building trust and relationships are critical factors in our ability to deliver sound and expert advice. Once we have mutually discussed, identified and agreed the right framework and structure for you, we will provide you with contact details for a dedicated administrator within our Fiduciary Team. We encourage open channels of communication and will engage regularly with you.

It is essential that financial structures receive correct and proper advice and administration.  We therefore recommend that you take independent tax and legal advice before entering into any agreement.

For further details, please contact our Fiduciary Team on +44 (0)1624 646901 or email fiduciary@caymannational.im