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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 and are suitable for families with assets and members across several jurisdictions.

VALUEworks provides corporate trusteeship, professional and hands-on management of the trust structures and ensures that trust assets are looked after diligently. These often include family businesses, real estate, bank accounts, collections and direct investments. With the support of our investment consulting team and leading experts, we oversee that trust assets are managed sustainably and support beneficiaries in their aspirations to do good and have a positive impact through investments.

Our trust management team is supported by an in-house accounting team that monitors financial transactions and handles bookkeeping and audits. In addition, our compliance officer looks after all reporting and compliance related matters.