Partner - Family Office
e. Paul Roper
For wealthy families, trusts can be hugely advantageous planning tools – integral to intergenerational succession planning and offering asset protection and flexibility.
The Emerald Trust service is aimed at clients holding investment assets in a Trust with a value of up to GBP5m.
Linked to Emerald Trust are the investment management services of Stonehage Fleming Investment Management, Jersey, giving clients the opportunity of accessing both Trust and Investment services in a simple and cost effective manner.
A trust linked to a discretionary managed portfolio offering, with competitive fixed fees. The trust is domiciled and managed in Jersey, providing a trustee service of the highest standard. The trust is a reserved powers trust and the trustee has a restricted oversight obligation regarding investment portfolio performance. It also provides for the appointment of a Protector nominated by the Settlor.
The Protector will hold some powers and his/her consent will be required for certain actions of the trustees, including the power to consider and request a change in the investment mandate of the trust.
Our investment service pays close attention to the specific requirements of each client:
The following fees apply for the Jersey-based services provided by Stonehage Fleming: Corporate trustee, Asset custodian, Investment manager, as outlined on the guides relating to the Emerald offering below.