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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.

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

Ella Pinnock

Client and Operations Director
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Karen Benest

Group Operations Director
Service Line
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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.