WE OFFER BESPOKE WEALTH PROTECTION TO FAMILIES, INVESTORS AND ENTREPRENEURS
Founded in 1996, we are an independent, owner-managed business free from private equity or bank ownership.
Our team has grown to over 120 largely professionally qualified staff members across our offices in Geneva, London, Guernsey, the British Virgin Islands, Mauritius, Cyprus and the US. Our staff comprises over 20 different nationalities, with fluency in more than 12 languages, ensuring our local technical knowledge is complemented by cultural understanding, perspective and access.
Notwithstanding that we are in multiple locations we function as a single organisation, collaborating daily across our offices so that our clients benefit from the best of our diverse team’s skill and experience wherever they, or we, may be
OUR APPROACH
OUR SERVICES
Bespoke
Solutions
We advise private clients, family offices and corporate bodies in designing and establishing bespoke multi-jurisdictional structures and provide comprehensive administrative services for the life of those structures
Our services form an integral part of our clients’ complex financial arrangements, offering continuity and consistency over multiple generations
– Trusts
– Private Trust Companies (PTCs)
– Corporate vehicles and transaction SPVs
– Foundations
– Limited Partnerships
– Syndicated investment vehicles
– Group and regional holding companies
– Trading companies
– Cross-border wealth, tax and succession planning
– Analysing, advising on and structuring commercial transactions
– Full trusteeship services
– Providing company board and foundation council members
– Company secretarial services
– Corporate governance implementation
– Administering, monitoring and maintaining multi-jurisdictional assets
– Coordination of external advisers and asset managers
– Real time bookkeeping and financial reporting
– Preparation of annual financial statements
– Bespoke financial reporting
– Granular consolidated reporting
– Tax and VAT returns
– FATCA registration and annual submissions
– CRS categorisation and annual submissions
– Economic Substance evaluation and compliance
– Responding to legal, fiscal and regulatory developments
We have offices in key financial centres around the world as shown on the map below.
To contact us please email contactus@clermonttrust.com