Private Bank List

Trust Formation

Offshore trusts offer key benefits to investors and individuals with sizeable capital assets. A carefully established offshore trust can transfer a person's investments to a vehicle which may permit the deferral or minimization of income taxes on investment income without contravening the tax laws of the person's home country.  

There are other important benefits that may be derived from offshore trusts. For offshore trustees, the distinction between capital and income is generally only important for tax purposes. Offshore trustees seldom need to balance the conflicting interests of income and capital beneficiaries, as in a trust where income is payable to A for life and capital is then to be distributed to B and C. Offshore trusts tend to be fully discretionary. Similarly, for investment purposes, offshore trustees seldom need to balance income and capital objectives.  

Our affiliated Private bank offers this service for clients deposting $300,000 USD or more...

Trust Formation offered in the following locations

Africa | Europe | America | Asia | Caribbean | Middle East