Trust & Fiduciary

A full range of cross-jurisdictional fiduciary services including trusteeship, directorship, company secretarial, administration, nominee services and executorships. Our extensive commercial experience equips us to handle an exceptionally wide range of assets.

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Realising your vision for succession

We have both the technical expertise and the commercial experience to hold an exceptionally wide variety of assets, including private companies, business ventures, property, art collections, aircraft and marine vessels, as well as diversified investment portfolios.

Trusts are frequently an integral part of intergenerational succession planning and as trustees we support families in passing on their legacy.

We have highly qualified trust officers, lawyers and accountants making up our two principal fiduciary teams in Jersey and Switzerland. They are proficient in the establishment and administration of structures incorporating entities from a wide range of international financial centres.

A closer working relationship

These include Jersey, Switzerland, British Virgin Islands, Guernsey, Cayman Islands, Mauritius, Luxembourg, Cyprus, Isle of Man, Singapore and New Zealand. In addition, our South African and United States offices establish and administer South African and United States trusts, and act as independent trustees. In the United States, we provide access to corporate trustee services through our strategic alliance with the Glenmede Trust Company.

We specialise in helping individuals and families structure their finances to realise their vision of how their wealth should be managed and passed smoothly down to future generations. In some instances the next generation will be ready to step into the shoes of their predecessors and carry on business as usual. In others the transition necessitates a substantial change in the asset mix, which needs to be carefully planned and managed, with due regard for family as well as commercial considerations.

​Whilst the needs of our clients, their families and the structures we establish on their behalf vary widely, our trustees always maintain close contact with settlors and, where appropriate, beneficiaries. We encourage regular meetings within the context of family governance regimes.

We will provide corporate trustees or, where appropriate, senior board level executives able to act as trustees and provide high-level commercial, legal or other technical expertise. Stonehage Fleming trustees commonly sit on the boards of family companies representing family interests.

Independent trusteeship

​Stonehage Fleming combines the advantages of a privately-owned and managed business with the benefits of substantial scale. This enables us to offer an exceptionally broad range of expertise and global capability. Although we have thirteen offices around the world, achieving global reach through an extensive network of associates, we are still independently owned, with the majority of shares in the hands of long-serving management. This means we can take a long-term view and ensure you benefit from assured continuity in your relationships with our senior team.

Extraordinary discretion

​Meticulous attention to detail coupled with extraordinary discretion is at the heart of trusteeship. We strive to protect the interests of all beneficiaries, including their rights to privacy, and to ensure optimum tax efficiency and full crossborder compliance in an increasingly complex regulatory environment.

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Case studies

Assisting a close-knit family with the sale of a historic real estate asset

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Helping a UK entrepreneur with management of investment portfolio and wealth planning

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Working with successful retirees to achieve their Mediterranean dream

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How can we help?

There is no substitution for a personal conversation. If you are interested in hearing more about how we can help please get in touch and one of our experts will contact you.

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