Family Office Services

Local Trust Services

Trustee services are provided for local trusts via our corporate Trustee, Conexus Trustees. These services include:

  • Establishment of new Trusts

  • Administration of existing Trusts, Trustee and Trust Deed amendments

  • Financial reporting

  • Tax administration

International Trust & Fiduciary Services

Clermont Trust, who have offices in Geneva, London, Guernsey, the British Virgin Islands, Mauritius, Cyprus and the USA, provide Trustee services to a number of offshore clients. Clermont have extensive experience managing multi-jurisdictional corporate and trust structures, and with a staff compliment including over 20 different nationalities and fluency in more than 12 languages, their local technical knowledge is complemented by cultural understanding, perspective and access.

Additional Services

Douglas Investments provides Estate planning and assist clients from the drafting of their Wills to meet their specific wishes, through to the administration of the Estate where Conexus Trustees acts as Executor.