Trust Administration
Paget-Brown Financial Services Limited is regulated and licensed by the Cayman Islands Monetary Authority (“CIMA”) to manage a wide variety of trust assets independent of investment managers, allowing the firm to maintain an objective and impartial point of view. Our highly qualified and experienced team will work with you to develop a trust solution tailored to meet your needs. We are able to assist by:
- Establishing all types of trusts – ordinary or discretionary trusts, exempted trusts, reserved powers trust, purpose trust (STAR), private trust companies, charitable & non-charitable purpose trusts
- Acting as trustee, protector and/or enforcer
- Providing a corporate trustee to unit trusts and STAR trusts
- Providing Cayman resident, independent directors to the board of private trust companies
- Providing ongoing management and administration for trust structures
- Providing accounting services, including preparing management accounts or financial statements
- Liaising with external auditors to facilitate annual audits, if required
- Working with Cayman Islands counsel for structuring advice and other advice that may be needed from time to time
- Liaising with legal counsel in settlor and/or beneficiary jurisdiction of residence and/or domicile as required
- Liaising with investment managers and custodians