Our work begins where advice ends.
iTrust Global is the fiduciary services practice of iTrust Global Fiduciary Services LLC.
We hold or support the offices of trustee, co-trustee, protector, enforcer, appointer, executor, personal representative, manager, director, officer and authorised signatory within private wealth structures.
We serve private clients, single-family offices, multi-family offices and their professional advisers in matters that cross borders, legal systems and generations.
We do not replace the family’s legal, tax, accounting or investment advisers. Our role is to coordinate with them and faithfully administer the structure they have designed.
Structuring decisions are typically taken by a family’s own legal and tax counsel; what follows is the long administrative life of the structure: the appointments, the resolutions, the record-keeping, the coordination between jurisdictions and the discipline required to ensure that the structure continues to do what it was designed to do.
That is our function: to hold the plan together.
How We Work
1. Intentionally small
A mandate is handled by the same people from acceptance onwards, and families deal with a principal directly.
2. Jurisdictionally neutral
The choice of jurisdiction belongs to the family and its advisers, driven by governing law, situs of assets, reporting exposure and the residence of the beneficiaries. We administer the result.
3. Confidential by construction
Information relating to a family is compartmentalised internally and disclosed only where required by law, by the terms of the instrument, by the engagement terms, or on the family’s instruction.
4. Before accepting a mandate
We consider the proposed role, the governing documents, the jurisdictions involved, the assets, the family objectives and the applicable regulatory framework.