Trust formation and administration

Trusts are an almost uniquely flexible planning instrument.

Whether established in furtherance of a long-term wealth preservation or succession plan, or for the avoidance of probate formalities or forced heirship rules, or in pursuance of specific charitable or non-charitable purposes, trusts are widely used by wealthy individuals and families.

They also have many commercial applications, for example; be used to confer benefits on and incentivise employees; as a vehicle for the administration of pension funds; to hold security over a borrower’s assets for the benefit of lenders in syndicated loan arrangements or as an ‘orphaning’ mechanism to hold assets ‘off balance sheet’.


In light of the onerous responsibilities placed upon a trustee and the fact that, in many cases, trusts are capable of lasting indefinitely, the choice of who that trustee should be is among the most important decisions to be made.

Our team of specialists have extensive experience in the formation of trusts of all types and can work with you and your advisers to help you identify the right solution.

In addition, we have an enviable track record of reliable and competent trust administration.

Ancillary trust services

We offer stand-alone trust administration services to privately owned trust companies and perform a range of functions in a number of trust structuring arrangements with third-party trustees.