Estate Planning
High net worth families who choose to appoint UK Trust will find that it consistently offers responsive, reliable, personal service.
Estate Planning For Families
UK Trust is well positioned to serve families that require a more flexible, business-driven approach. Our management team has extensive experience as providers of corporate and other services to a variety of businesses and is adept at holding and managing private assets.
Converting a foreign trust, or a part of it, to a domestic trust, requires hiring a local trustee.
UK Trust can fill this role and will also work with the foreign trustees, as well as the family’s worldwide professional advisors and investment managers, to assure that the steps to domesticate the trust occur smoothly and meet the client’s tax planning requirements.
Many multinational families have long experience with their foreign trustees and wish those trustees to have a continuing role. UK Trust will keep these trusted professionals as part of your team. Long term relationships can be kept in place in several ways, including subcontracting services to the original trustees, or engaging the original trustees to serve as consultants or as directors and officers of companies controlled by the trust.
UK Trust provides services multinational families want, coordinating the activities of the domestic and foreign trusts and involving the foreign trustees in a manner that meets the family’s needs.