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Private Trust Companies

Our approach is collaborative; we work with our clients and their professional advisers to deliver a service that is aligned to their requirements.

More and more, wealthy families are looking at the flexibility and economic benefits of establishing their own Private Trust Companies (PTC) to serve as trustee of their family trusts.

Our team of experts regularly establishes PTC structures for families and other groups who share a common interest. We work with our clients to provide a full suite of administration and reporting services tailored to multi-entity structures.

Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey have developed specific legislation in relation to private trust companies.

Our team of professionals have in-depth knowledge of the various regulatory systems in each of these jurisdictions and a solid understanding of the reporting standards, giving our clients peace of mind.

Amongst the benefits of using a PTC as trustee are:

  • Confidentiality
  • Succession planning
  • Time and cost efficiencies
  • Greater control and influence
  • Improved protection from fiduciary risk

Jurisdictions

This service is available in the following locations:

Team

Melanie McEnery

Client Director
Service Line
Location
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Martyn Curphey

Manager | Fiduciary Services
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Tom Groves

Manager | Client Accounting
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News

Keep up-to-date with the latest news, views and developments
from our teams across the Estera group.

1 March 2017

Estera, has acquired Guernsey-based Morgan Sharpe Administration Limited

(“Morgan Sharpe”).

 

 

09 January 2017

Estera, a world-leading fiduciary and administration services provider, will sponsor the inaugural Ladies in Trusts “Afternoon on the Green” golfing event at the North Sound Golf Club in Cayman on Wednesday, February 22.