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Private Trust

Managing personal wealth and intergenerational planning has become an increasingly complex process. The need for constant evaluation and sophisticated solutions is increasingly important as clients become more “global” and hold assets in multiple jurisdictions and tax regimes.

Our team creates and administers structures able to provide acuity for extended families; manage multiple, complex, cross border assets; navigate tax and regulatory issues; and facilitate effective investment of assets.

Our services include:
  • Advice on suitable forms and jurisdictions for trust
  • Establishing various types of trusts including discretionary, reserve power and testamentary trust
  • Establishing private trust companies (i.e. limited private companies whose shares are held by the trustee)
  • Estate and intergenerational planning
  • Undertaking distributions to beneficiaries
  • Assisting in selection of investment advisers and managers
  • Assisting clients in sourcing independent services such as legal and tax advice


Cit and other major analysts love Facebook as it heads into earnings after the bell

KEY POINTS We see potential for upside to our above consensus numbers, as our field checks point to steady performance on Facebook, and continued outsized growth on Instagram and Stories, Cit said. Our best idea into earnings, we believe 2Q