Citco Corporate & Trust - Private Trustees

If, as part of an overall estate plan, your client chooses to establish their own trust company or foundation to act as trustee of their trust, they can still utilise our professional services through a range of options >>

This means your client can choose the level of involvement they wish to take in the administration of the trust, whilst ensuring they meet with all the legal requirements.

Our trustee services provide private trustees with professional trustee management support. Whilst your client retains their role as trustee, we will take care of the regular core duties and responsibilities of a trustee including:

Providing directors for the trustee company or foundation
Attending to all licensing and other regulatory requirements, wherever necessary
Facilitate trustee meetings
Establishing your trust
Keeping a trust asset register
Providing full legal and accounting support services for the trust

Private Client Services

Private Trustees