MANAGEMENT OF PTCs & TRUST STRUCTURES

Trusts are excellent long-term tools to structure family wealth for inheritance and tax planning, consolidation, asset protection and family governance purposes. They are flexible and can be adapted to reflect change. Trusts are particularly suitable for families with assets and members across several jurisdictions.

VALUEworks provides corporate trusteeships, professional and hands-on management of trust structures and Private Trust Companies ("PTCs"), and ensures that your family's trust assets are looked after diligently. These include family business holdings, real estate, bank accounts, private equity, direct investments, vessel and art. With the support of our investment consulting team and network of leading experts, we ensure that trust assets are managed with the family values in mind, and can support beneficiaries in their aspirations to do good and have a positive impact through investments.

Our trust management team is supported by the in-house accounting team that monitors financial transactions and handles bookkeeping and audits. In addition, we ensure that all reporting and compliance related matters are looked after.