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There are times
when, for reasons of security or strategy, it's advisable to set up a trust.
Through Claris Trustees, our
licensed trust management company, we provide specialised trustee
and fiduciary services including the following trusteeships:
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Transfer and
management of third-party property
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Holding and
administration of bonds, patents and other certificates
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Safekeeping of
company shares
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Shareholder
representation
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Management
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Safeguarding
of company documents
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Trust services
in connection with investment transactions
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Trusteeships
for the transfer and monitoring of financial resources
We provide you
with the highest level of protection and security.
Asset
Management
Asset management
and trust transactions should be handled in complete confidence. Our
mission is to provide you with security and the necessary tax and legal
framework to structure your assets to your best advantage.
Conservative and at the same time innovative, our counsel is tailored to your
needs. Asset structuring involves the setting up of legal entities and the
transfer of assets of all kinds to those legal entities, with the aim of keeping
private and structured assets separate. The main advantages of this kind of
structuring are estate planning, asset protection, mobility/flexibility and
confidentiality.
Estate
Planning & Management
Have you given
enough thought to the future of your business after you retire? The process of
transferring ownership to the next generation is a complex task requiring
timely, long-term, strategic and systematic planning. Mistakes made in the
planning of ownership transfer can destroy the family assets and ruin the future
of the company. The successful transfer to the next generation means
stability and continuity for the business, the estate and the family.
Our
tax advisors, in close collaboration with the trustees and lawyers at
Chetcuti Cauchi Advocates, can advise you in all financial,
legal
and
tax aspects of
your succession planning and estate management to ensure a problem free,
discrete and tax efficient solution.
Whether your
business is a partnership or a limited liability company, we will work together
with you to find a solution for a secure, tax-friendly transfer of ownership,
while taking into consideration and integrating the various international
regulations governing inheritance, gift-giving and asset transfer.
Other
related services
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