Hero

Foundations

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

Foundations are regularly used by our clients in civil law jurisdictions where the concept of a trust is not so familiar or by those private clients seeking a wealth management entity that will be easily recognised by third parties in their home jurisdiction.

From our offices in Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Hong Kong, Isle of Man, Jersey, Mauritius, Seychelles and Shanghai we work with clients all over the world, providing bespoke wealth management solutions tailored to their individual needs.

Our team works with our clients and their advisers to provide a comprehensive service to establish and manage foundation structures, including:

  • Acting as a registered agent, enforcer and/or council member
  • Preparation of financial statements
  • Bookkeeping
  • Completion and filing of tax returns
  • Opening and maintaining of bank accounts

Benefits of Foundations

  • Succession planning
  • Wealth preservation
  • Asset protection
  • Confidentiality
  • Probate avoidance
  • Charity and philanthropy
  • Tax planning

Jurisdictions

This service is available in the following locations:

Team

Brian Johnson

Technical Director | Aviation
Location
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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.