Trust and Fiduciary Services
Many high net worth individuals and families around the World often face very similar complex challenges relating to the location of their assets in many countries, personal estate issues, high taxes, family members living in various countries and sometimes moving to new countries of residence.
These are all challenges which the Blue Financial Group can assist in resolving with your tax advisors. We ensure that your international trust or other fiduciary structure is efficiently and prudently implemented and administered in accordance with the independent advice received and in line with your wishes. In many instances, a properly established trust structure could also result in a more tax efficient solution which can have a major impact on you reaching your financial objectives.
A trust structure can be established for many reasons. The more common uses of such a structure include;
Avoiding Probate in your country and other countries where assets may be located
- Asset protection against unknown future creditors
- Organized distribution of family wealth
- Tax mitigation
- Mitigate forced heirship rules
- Safety, confidentiality and peace of mind
- Blue Financial is a responsible and qualified trustee of many types of fiduciary structures, providing a comprehensive yet tailored solution for our clients.
Please contact us for additional details on our trust and fiduciary services offering, including our corporate trust services.