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MANAGEMENT OF TRUST STRUCTURES

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. Trusts are particularly 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 your family's trust assets are looked after diligently. These include family businesses, real estate, bank accounts, art, private equity and direct investments. With the support of our investment consulting team and leading experts, we ensure that trust assets are managed sustainably and can support beneficiaries in their aspirations to do good and have a positive impact through investments.

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