Kleinwort Benson has more than 45 years’ experience in trust and estate planning and administration through its dedicated companies in Jersey, Guernsey and London, thus providing continuity, expertise and professionalism for generations of our clients.
The use of different 'fiduciary' planning vehicles, such as a Trust, Foundation or Company to preserve your wealth for future generations, is an established and important step in the structuring of your wealth management strategy.
As a unique, individual client your circumstances will be distinct, but might include:
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estate planning for avoidance of probate and to ensure assets pass to the next generation in a controlled manner.
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protection of assets.
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succession planning for a family business.
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protection of minors, the incapacitated or financially unsophisticated.
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protecting wealth that is designated for the next generation from third party.
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support for charitable activities.
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tax mitigation.
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structuring for business activities.
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protection from political, economic or social instability.
Our span of services in the UK includes trusts in various forms and in the Channel Islands where we offer trusts, companies and other specialised structures.
Meet the Team who were shortlisted for ’Institutional Trust Company Team of the Year’ - STEP Private Client Awards 2010.
Contact us to arrange for a discussion with our fiduciary specialists about your individual requirements;
Sarah Hanna Tel: + 44 (0)1534 613082
Email: Sarah.Hanna@kleinwortbenson.com