What we do

Our Trustee Services provide expert and loyal safeguarding of your assets. Backed by a team of seasoned legal and estate management professionals, we facilitate the seamless formation and administration of your trust. We strictly adhere to the purpose of the trust and to our duties of care, loyalty and confidentiality. Being an independent trustee enables us to ensure that service providers engaged by the trust such as asset managers, real estate managers and others properly manage the trust assets. With us, you can rest assured that your trust will be professionally managed.

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Our Escrow Services are top in class. As you trusted escrow agent, we facilitate secure and independent custody for your critical assets, documents, and funds. Our experts ensure the seamless receipt, storage, and release of your property in accordance with the escrow agreement terms. Safe custody for physical assets is provided at locations with the highest level of security. Choose our Escrow Services for a reliable and secure framework that ensures continuity of your business and transactions.





Our Approach


Shielding Trust

01

Family
Trusts:

With a commitment to integrity and professionalism, we specialize in managing trusts to protect and grow your assets for future generations. We offer personalized solutions tailored to your unique needs, ensuring peace of mind and priority for the beneficiaries. If you are seeking estate planning assistance and a reliable trustee, you can count on us to provide expert guidance and support every step of the way.

02

Security
Trustee:

Whether you are involved in debt issuances, securitizations or other complex financial arrangements, trust us to provide expert guidance and trustee services. Our steadfast commitment to protecting your interests while ensuring compliance with the law and trust arrangements will facilitate the success of your transaction. Engage our team today to assist you structure the trust arrangements for your transaction.

03

Software
Escrow:

We specialize in safeguarding valuable software assets to facilitate business continuity. Using state-of-the-art security measures and robust escrow agreements, we provide expert support to meet your specific needs. The escrow can be structured as a single user plan, a multi user plan, a multi supplier plan or any other customized arrangement. Trust us to protect your critical software investments so your business is not interrupted.

04

Financial
Escrow:

Our tailored solutions ensure secure management and distribution of funds, providing peace of mind for transactions large and small. With stringent security measures and personalized support, we safeguard your financial interests with utmost care. Whether you are involved in real estate transactions, mergers and acquisitions, or other financial agreements, we are here to streamline the process and mitigate risk.

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Who We Serve

Estate Planning and Wealth Management

We serve individuals and businesses seeking all-inclusive estate planning, efficient wealth management, and diligent board representation. Our fiduciary approach ensures safeguarding your legacy while nurturing your financial growth. Our panoramic perspective on trustee responsibilities aligns with your broader business objectives, offering counsel for your success and the preservation of your legacy.

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