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We offer Offshore Living Trust services provided by “Highly Rated” International Financial Institutions to clients who are in need of estate planning tools to facilitate succession planning. It is created during the lifetime of the settlor and takes effect immediately. Governed by a Trust deed, the Trustee will follow the instructions of the settlor on use of assets during his lifetime and death.

Features and benefits

  • Asset protection
  • Succession planning
  • Estate planning
  • Tax planning
  • Multiple investment options (stocks, fixed income, structured notes and mutual funds. It provides long term financial security
  • Currency option: USD
  • Helps families avoid a lengthy probate process
  • Provides clear direction on disbursing or dividing assets and property.
  • Eliminates potential family conflicts as a result of proper estate planning
  • Online access and periodic reporting.