Trust Services
Manage complex family wealth and preserve capital

Solutions for wealth protection and transferral

The FHG Wealth Solutions Trust division specialises in the efficient structuring, protection and transfer of wealth using a range of tools and vehicles – including trusts, companies and foundations.

Our mission is to deliver first-class client service that combines technical expertise and personal contact with state-of-the-art technology and a proactive and pragmatic approach. We have extensive international experience and expertise – enabling us to serve clients around the globe with a wide range of assets and interests. We work alongside your legal and tax advisors to create bespoke solutions that can help to protect your assets and facilitate the transfer of wealth between generations

Our solutions

Trusts are used for a variety of purposes, including asset protection, preservation of family wealth, safeguarding of the interests of vulnerable beneficiaries, and charitable or philanthropic endeavours. In addition to acting as trustees, we can create, manage and administer a variety of trust types – depending on your specific needs as well as tax and legal aspects.

Our specialists can serve as the directors and officers of companies or as members of the Board of Trustees of foundations – exercising full management and control, as well as providing all the necessary administration and accounting services.

Our corporate and trust specialists

We always put the interests of you and your family first and we provide continuity of asset ownership and management across the generations – easing the burden of asset oversight and administration. Our specialists work in partnership with you and your advisors, building long-term relationships between trustees and beneficiaries. We offer you swift and flexible support to address your specific needs.

Put Your Trust In Us

Innovative Solutions

We differentiate ourselves through a high level of personalized service and ability to think beyond traditional wealth management boundaries. Our professionals are happy to work with your other advisors, including accountants and attorneys. Our goal is your satisfaction.

Team Approach

We offer personal trust, investment management and retirement services for individuals, businesses and institutional clients with a focus on helping clients meet their financial objectives. We work to help you today while encouraging you to plan for the future.

Exceeding Expectations

You benefit from working with a full team of advisors, from trust officers and retirement specialists to estate planning professionals. Because of our strong cooperative spirit, you receive the customized attention you need. We work closely with the investment professionals.