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Trust Services

Together with our associated law firm Hassans, we enjoy deep, trust-based relationships with our clients, nurturing their wealth for generations. During the last thirty years our client have entrusted us with tens of billions of their private wealth and corporate assets.

We have a strong team of professionals fully qualified in trusts and estate planning to cater for our clients’ administrative needs.

We are fully licensed by the Financial Services Commission in Gibraltar as professional trustees.

Here are some of the services that we provide:

Trust Formations

  • Constitution of trusts
  • Taking initial instructions and assistance with the procurement of appropriate tax advice through our associated law firm Hassan and its network
  • Arrange local and international bank and investment accounts with leading financial institutions

Trust Administration

  • Organise and manage trustee meetings (preparation of agendas, notices and packs
  • Draft minutes and resolutions arising out of trustee meetings

Management

  • Provide suitably qualified trustees and managers
  • Prepare financial accounts
  • Provide authorised signatories
  • Manage cash and treasury (reconciliation)
  • Financial management

Trust Services Team

Raquel Moss

Head of Trust Services

Wayne Fortunato

Deputy Head of Trust Services
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