Complex fiduciary structures may comprise multiple trusts and companies, with each held for a different purpose. It is important to review and understand the overall levels of exposure to various asset classes and their relative performance versus suitable benchmarks.
We engage Enhance, a Jersey-headquartered firm, to help us identify the inherent risks within structures, help mitigate these and achieve a higher probability of investment success.
Enhance’s credentials are second-to-none. They provide the Trustee Managed Portfolio Indices (TMPI) as a member service to the Society of Trust and Estate Practitioners (“STEP”) – the leading professional body in the fiduciary world.