Trust Services

Trust Services

Administration Services
  • Regardless of where your assets are located, we offer tailor made financial planning and asset management solutions that will preserve and enhance the value of your wealth.
  • This involves an in-depth analysis of your personal data such as your nationality, residence, objectives for your inheritance etc. The solution proposed may take the form of a will, a gift or a change of residence or the setting up a trust.
  • Trust allows flexibility in the acquisition, enhancement, preservation and transmission of one’s property with greater confidentiality, as well as optimal tax planning within a strict legal framework. It also protects against claims based on foreign expropriation and exchange control laws.
  • Holdings By S&S offers comprehensive advice and assistance with the establishment and administration of various forms of trust and asset management.
Our Trustee Services Encompasses
  • Creation of trust for individuals and corporations.
  • Drafting of the trust deed.
  • Establishing and administering Asset Protection Trust allowing clients access to their assets free of interference, seizure or freezing.
  • Acting as corporate trustees and administering their assets in accordance with the trusted deed and the letter of wishes.
  • Prepare and maintain trust accounts on the basis of principal and income accounting.
  • Make distributions to the beneficiaries.
  • Protect and ensure the safe custody of documents.

How It Works & How We Do It

Our services typically commence with a dialogue between the client and/or their professional advisors, on international tax and estate planning, asset protection planning, strategic corporate planning, retirement planning or investment holding structures.

We understand the importance of maintaining the confidentiality for our clients’ business affairs and the security of their assets.

When you contact us, you speak to a professional, we respond promptly and with efficiency.

We are Always Ready to Assist Our Clients

developing financial processes and procedures

Services
Contact information
Visit Us

2 Journal Square Plaza,
Jersey City, NJ 07306

Have Any Questions?

(551) 325-1127

Send us an email

info@holdingsbysands.com