We are jurisdiction-neutral by design.
We believe jurisdiction should follow the family’s needs rather than the provider’s location.
Our concern is to ensure that a structure is established in the jurisdiction best suited to the family’s objectives and capable of being administered efficiently over the long term.
How the choice is properly made
The right jurisdiction for a family depends on the governing law required for the instrument, the situs of the assets, the residence and citizenship of the settlor and of the beneficiaries, the reporting and disclosure regimes that will apply, the stability and maturity of the local judiciary, and the family’s tolerance for administrative burden and cost.
Those factors change over time. A structure that was correctly sited when it was created may not be correctly sited a decade later, after a relocation, a marriage, an inheritance or a change of law. We revisit the question rather than assume it was settled.
What we do
We administer and coordinate structures across a range of onshore and offshore jurisdictions, working with qualified local counsel throughout. Where a role is licensed or regulated locally, it is held by a licensed local institution or professional, or by us where we are lawfully permitted to act.
Jurisdictional recommendations are made in the context of a mandate, on the facts, and with the family’s own legal and tax advisers.