CrediTrust Fiduciary Group
A professional family office should be capable of providing its clients with a broad range of different services. However many family offices only offer asset management related services and such family offices are actually more like an independent asset manager.
Every family office is unique and different
There is no one size fits all solution. Each family office is unique and functions differently. Apart from asset management, a genuine family office should also be able to provide its clients with holistic solutions including
wealth and tax planning, trustee and corporate services, and support with real estate and family governance.
Maintaining family wealth across generations is extremely complex, and families often desire the facilitation of the inter-generational transfer of wealth, as well as a reduction in intra-family disputes. If your family office does not have any in-house experts providing all-round trust and wealth planning solutions, CrediTrust will be your perfect external partner to work with because we offer family offices a wide range of products and services designed with the unique needs of the family office clients. We help family offices extnd their product offerings and transform their cost structures.
Our structuring capabilities for family office include:
- Putting family governance in place
- Family council meeting support
- Education on family governance and legacy protection
- Mentoring support to family members
- Advice on assets ownership structuring
- Setting up wealth protection structures
- Estate and succession planning support
- Local and international tax advice
- Selecting suitable PPLI and VUL as wealth planning tools
- Fiscal company migration
- Philanthropy planning
- Assistance in establishment of charitable foundations
- Formulating donor's giving strategy
- Support for domicile change and relocation
Your family office must harness the true wealth of each family member over multiple generations. A sustainable family office does not just manage money but aligns the family's common mission with the greater good. By collaborating with CrediTrust, you will gain access to our network of highly respected strategic partners, and our innovative collaborative process, to move your family office from success to significance.
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For Philanthropists, CrediTrust Philanthropic Services can help you achieve your charitable vision and make the most of your gifts. Our philanthropic specialists help you evaluate your giving strategies, determine your needs, and create a comprehensive, efficient gifting plan.
If you serve as an executive for a charitable organization, our professionals can even manage the day-to-day operations of your foundation or nonprofit, giving you more time to focus on your big-picture goals.