Trust Establishment & Administration

Trust Establishment & Administration

As a regulated trust service provider, Fiduchi can assist you in all aspects of establishing and administration of both onshore and offshore trusts for private wealth, corporate and charitable requirements.

Purpose Trusts, Discretionary Trusts, Reserved Powers Trusts, Interest in Possession Trusts and Charitable Trusts

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Clients are often advised to set up trusts as part of their wealth planning arrangements. At Fiduchi, we have experience in helping clients understanding which type of trust is most suitable for their requirements. Out 'trusted' approach has been appreciated by our clients for over 25 years. We focus on building long-term relationships while protecting their wealth.
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Trust establishment and administration - How Fiduchi can help

At Fiduchi, our Private Wealth team have been advising individuals, families, entrepreneurs, charities and their advisors on how to manage their financial assets around the globe. Working with you, our director-led teams take the time to understand what matters to you, therefore providing a truly bespoke personal service. With over 25 years of experience of providing independent and trusted private wealth solutions, Fiduchi can help you establish and administration of your Trust requirements.

Where needed, Fiduchi also has experience of assisting clients who are looking to change their existing trustee to an independent Jersey regulated provider or an onshore provider through our London office. Each client can rest assured that because Fiduchi is independent and free from private equity when engaging us, they are working with the key decision-makers. Furthermore, our independence means we can quickly to provide solutions that others may not be able to provide; that's what makes us different!

Fiduchi provides a wide range of trustee services through a holistic approach based on trust, service and expert knowledge - find out more below.

Private Client - family on beach

What is a Trust and do I need one?

In it's simplest format, a trust is essentially a relationship whereby property is held by one party for the benefit of another. A trust can be created by you (the settlor) by transferring assets (i.e. property, investments, cash or any other type of asset) to another party (the trustee). The trustee in this case Fiduchi, then holds that property for the benefit of the beneficiaries e.g. the family members.

The trustee assumes legal title to the trust property, but is required to act in the best interests of the beneficiaries as stipulated by a trust deed which are essentially the instructions or rules which the trustee must follow.

Many people still seem to associate the use of trusts and offshore trusts solely with tax planning. However, the reality is that trusts now offer much more than this alone and can be used for:

  • Preservation of family wealth;
  • Succession planning;
  • Avoiding forced heirship (depentant on local laws);
  • Protection of assets;
  • Meet income needs; and
  • Commercial purposes.

Trusts have proved to be enormously adaptable and various types of trust have been developed over time. Depending on each clients personal circumstances and objectives, Fiduchi will advise them which is the most appropriate trust to suit their needs and that of the beneficiaries, as well as any any tax or legal considerations. For more information on Trusts, see the relevant media section below.

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Why Jersey for Trusts?

Solutions for Private Wealth such as Trusts have long been offered around the world. However, advisors and individuals will naturally wish to establish them in a reputable well-regulated jurisdiction such as Jersey. 

What sets Jersey apart as an ideal jurisdiction for Trusts is its robust regulatory framework and political and economic stability. Jersey’s respected trust law, legal framework and trustee regulation is considered to be amongst the most robust in the world and it is for this reason that all Trusts must be formed under a Jersey-law trust with at least one Jersey-regulated trustee. In this way, a level of governance and oversight can be assured. As a jurisdiction at the forefront of global finance for more than 50 years, Jersey is ready to service and support the needs of HNW Individuals who require bespoke trust solutions.

  • Jersey is recognised as a co-operative jurisdiction by the EU (white-listed);
  • Award winning jurisdiction and recognised by for its high standards by: OECD, FATF and MONEYVAL;
  • Robust legal framework: independent judiciary;
  • 800 years of self-government, not part of the UK;
  • English speaking and a minimal time difference to Central Europe; and
  • Jersey conforms to the latest EU legislation for General Data Protection Regulation (GDPR).

More information on Why Jersey for financial services?

Private Client - paper cut out of family in cupped hands

Trusts and Trustee Services

Fiduchi is a regulated provider of trust and company services, and therefore its experts are able to assist you in all aspects of ensuring continued compliance in the constant changing landscape.

We can also provide the following associated trust services:
  • Trustee, Director and Protector services;
  • Private Trust Companies (PTCs);
  • Managed Trust Companies (MTCs);
  • Employee Benefit Trusts (EBTs);
  • Employee Ownership Trusts (EOTs);
  • Charitable Trusts.

The most commonly used Trusts in Jersey include:
  • Discreationary Trust
  • Purpose Trusts
  • Interest in Possession Trust
  • Reserved Powers Trusts
  • Accumulation and maintenance Trust

Find out more about the different types of trusts.

Testimonials

"THANK YOU TO OUR GUARDIANS!

I would like to extend a BIG thank you to the Fiduchi team for taking such good care of me and my business. It's reassuring to know that there are some guardian angels out there to look after us."

Founder & CEO - SUPERLUXE Events

"Thank you very much for your professional assistance (and patience) in helping us transfer our shares and assets into the new Trust. I know that it has taken longer than expected. Still, your professionalism and continued support have helped us achieve the desired outcome."

Chairman and CEO

"My sincere thanks for the assistance you have provided the advisory committee by coordinating directly with the charity to formalise an agreed donation plan."

Private Client (Charity)

"Many, many thanks for your hard work and speed at setting up our client's Private Investment Company in just 24hrs! Your flexibility and communication throughout the whole process have been appreciated, and the feedback has been tremendous......

Thank you."

Major UK Law Firm

"Thank you, everyone, for delivering this significant re-structure to our family assets and within a very tight timeframe.

Great to get this finalised!"

Mr. C - Private Client

"THANK YOU TO OUR GUARDIANS!

I would like to extend a BIG thank you to the Fiduchi team for taking such good care of me and my business. It's reassuring to know that there are some guardian angels out there to look after us."

Founder & CEO - SUPERLUXE Events

"Thank you Fiduchi for the design and implementation of our corporate pension scheme. Your expertise combined with technological platforms, have allowed us to create a bespoke retirement savings product which allows our employees. Throughout the whole process you have proven to be professional, skilful and enjoyable partner to work with."

Mr. R E - Managing Partner - H Ltd.

"We consider Fiduchi an important strategic partner of ours. Over the years they have proven themselves to be professional and extremely thorough. Combined with this professionalism, they are always a pleasure to deal with and we are pleased with their service levels."

Mr. P.E, Managing Director, W Ltd.

“I am very impressed with the professionalism and efficiency Fiduchi Limited demonstrated during the establishment of our employee benefit trust. They coordinated the process seamlessly and provided us with valuable advice and guidance to ensure compliance with our regulatory and legal responsibilities. Throughout my engagement with the team, I have found them to be approachable and easy to work with.”

Mr. P.B. FE Ltd.

"Thank you for helping us with the establishment of our real estate fund."

Startup Fund Manager

"Thank you so much for helping my client register their vessel with the Red Ensign Group and all the other advice and support you provided!"

Trusted advisor to Yacht Owner.

"Fiduchi's yacht team provides a first-class service! In particular with assisting us with our crew banking requirements and payroll services. Whenever we need assistance, they are just a phone call away!"

Superyacht Captain

Seeking further advice?
Contact one of our professionals below:

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Want to know more about our Private Wealth services?

Our experienced Private Wealth and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Private Wealth team on: +44 1534 755155

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Want to know more about our Corporate services?

Our experienced Corporate team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

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Want to know more about our Fund services?

Our experienced Funds team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

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Want to know more about our Yacht services?

Our experienced Yachts team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Yachts team on: +44 1534 755155

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Want to know more about our Employee Benefit services?

Our experienced Employee Benefits team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Employee Benefits team on: +44 1534 755155

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