Trust & Trustee Services
Professional trust establishment and trustee services delivering institutional-grade fiduciary governance for wealth preservation, succession planning, and asset protection.
PrimeLuxe's trust and fiduciary practice is at the core of what we do. Our licensed fiduciary professionals provide the full spectrum of trust services — from initial deed drafting and trust establishment through to ongoing administration, governance, and compliance. We take our trustee obligations seriously, treating each trust as a distinct and important engagement that deserves the highest standards of care, diligence, and integrity.
Establishment & Administration of Trusts
Full trust establishment services including deed drafting, settlor and beneficiary structuring, and ongoing professional administration of all trust types.
Professional Trustee Services
Provision of licensed professional trustee services by qualified fiduciary professionals, ensuring the highest standards of trust governance and fiduciary conduct.
Family Wealth Preservation Structures
Bespoke trust structures designed specifically for family wealth preservation, providing asset protection, succession planning, and intergenerational wealth continuity.
Succession & Legacy Planning
Trust-based succession and legacy planning solutions ensuring the orderly transfer of wealth and business interests in accordance with the settlor's wishes.
Asset Protection Structures
Trust structures designed to provide robust protection against creditor claims, litigation risk, and forced heirship rules across multiple jurisdictions.
Discretionary & Purpose Trusts
Establishment and administration of discretionary trusts, fixed trusts, and purpose trusts tailored to the specific objectives of each client engagement.
Trust Governance & Fiduciary Oversight
Rigorous trust governance including regular trustee meetings, investment policy compliance, distribution decisions, and maintenance of comprehensive trust records.
Beneficiary Administration
Professional beneficiary administration including distribution processing, beneficiary communication, advance and loan management, and discretionary distribution decisions.
Trust Compliance & Reporting
Ongoing trust compliance management including regulatory reporting, CRS/FATCA classification, annual accounts, and liaison with tax advisers and regulatory authorities.
Tailored Fiduciary Solutions
Fully bespoke fiduciary solutions for private and corporate clients with complex, non-standard requirements where standard trust products are insufficient.
Ready to get started?
Speak with our team to understand how our services can be tailored to your specific requirements.