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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, Luxembourg, Malta, Mauritius, Seychelles and United Kingdom 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
Service Line
Location
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Ella Pinnock

Client and Operations Director
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Karen Benest

Group Operations Director
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News

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

06 April 2018

Estera has been shortlisted as a finalist for large ‘Trust Company of The Year’ in the Citywealth Magic Circle Awards 2018.

09 February 2018

Estera continues to strengthen its workforce following a senior appointment.  David Lambotte has joined as a Director and his role encompasses the management and development of the group’s private client services.

19 January 2017

Estera was named runner-up in the Isle of Man Trust Company of the Year category at the Citywealth International Financial Centre Awards 2017.