Is a trust for you?

The basis of a trust is the separation of legal and beneficial ownership of assets. As a result, trusts are effective for offshore estate planning, education and future pension provision to name a few. Trusts are flexible arrangements that can be tailored for a variety of private and corporate purposes.

Many lawyers, accountants and other independent professional tax advisors have recommended our trust services to their clients. Their confidence stems from our long history and solid reputation of integrity, the measures we take to protect clients’ assets and our detailed and transparent reporting.

What is an Offshore Discretionary Trust?

There are a number of different types of offshore trusts, which may be established for different purposes depending on your financial situation and family dynamic. One of the most common types of trust that we establish is an offshore discretionary trust which allows beneficiaries to benefit from the trust fund at the discretion of the trustees, taking into consideration the wishes of the Settlor (donor). Independent tax advice should be sought to ensure that the correct structure is established to suit the settlor’s needs.

 

Some of the benefits of an offshore discretionary trust for you to consider:

  • Ensuring multi-generational financial security for your family’s future.

  • Ensuring peace of mind and administering the distribution of assets in a professional and efficient manner.

  • The Offshore Discretionary Trust does not “die”. This ensures that assets continue to be managed, administered and are available to the family outside of the probate process.

  • Your financial affairs are kept private and dealt with on a strict regulatory confidential basis.

  • The Offshore Discretionary Trust can own a wide range of assets such as investment portfolios, bonds, shares, real estate, bank accounts, art and patents to name a few.

Our focus

Offshore trusts

  • Discretionary offshore trusts

  • Foreign grantor trusts

  • Freezer trusts

  • Special Purpose Trusts

Why work with us?

Stenham Trustees has over 30 years’ experience providing professional trustee services to its diverse international client base. We place our clients’ needs at the core of our service delivery and have highly qualified and skilled personnel to support these requirements. We focus on building a personal relationship with all of our clients and third party professionals including Independent Financial Advisors.