Trustee, Fiduciary & Philanthropic Services

Trusts and Foundations are useful structures for international asset and wealth planning. Trusts have applications in both corporate planning – ring fencing key assets, to be kept separate from a joint-venture company; and also in the private client field – safeguarding family wealth from creditors, divorce and political upheaval.

Alpadis has considerable experience in providing Trustee and fiduciary services across our global network of offices and we offer clients the following services:

Trust creation

Alpadis will draft a trust deed, tailored to your unique specifications. Trusts are very flexible structures and we provide bespoke trusts that have unique features, depending on the jurisdiction we use and what you want the trust to achieve.

Trustee and administration services

Alpadis can act as the professional Trustee for your trust and assist with the administration of your trust or foundation. We can also provide help and advice to individual trustees and private trust companies.

Foundations

Foundations are an alternative to trusts in some jurisdictions, particularly civil law jurisdictions, where there is no history of using trusts and no trust law.

If you want to create a foundation, our professionals can assist you to create a foundation that fulfils your wishes and is compliant in the jurisdictions that it operates in. Alpadis is also able to help with the ongoing administration of Foundations

Protector Services

Alpadis can act as a professional Protector for a trust or we can provide guidance to individual protectors on their role and duties to the trust.

Charities

Alpadis has expertise in assisting clients in establishing charities and charitable trusts. Our team includes lawyers with many years experience of structuring charities, drafting charity constitutions and ensuring charities comply with local regulations.

We can also assist clients with the following services:

  • Establishing charities
  • Advice on a charity’s constitution
  • Registering a charity in the jurisdiction(s) in which it will operate
  • Advice on charity governance
  • Charity accounts
  • Obtaining tax-free status for a charity

 

With a wealth of experience across our global network of offices, we can help you with Trustee and fiduciary services wherever you need them - please select your local Alpadis office to contact us:

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