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The Architecture of Financial Flexibility & Security 


STRATTFORT™ provides complete trust establishment and administration services, creating flexible structures that protect and preserve wealth while ensuring confidentiality and tax efficiency. Our experienced trustees work closely with you to develop customised solutions that meet your specific needs and objectives..

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Trust | STRATTFORT™

Types of the TRUSTS

The benefits of setting up a TRUST

The benefits of an impartial presence in the administration of your estate
Trust Benefits

Confidentiality 

Trusts, as opposed to wills, contracts, or corporate statutes, do not necessitate registration with any governmental authority.

Asset Protection

Assets will be protected against future creditors and personal liability lawsuits whilst you will continue to enjoy all the benefits pertaining to them.

Protection of Family Members

A Trust allows for the management of assets for minors or those unable to manage them. The Bank acts as Trustee, making impartial decisions that reflect the Settlor's wishes in the Trust Deed.

Succession Tax Planning

Property in a Trust is not part of your Estate, avoiding succession tax. It benefits you during your life and your heirs afterward.

Preservation & protection family wealth

Trusts for professionals and entrepreneurs

In today's litigious environment, safeguarding your assets from personal liability claims is crucial. With rising insurance costs and providers wary of high-risk professions, taking proactive steps is vital. You've worked hard to build your wealth, and protecting it ensures your family benefits from your efforts, preserving your legacy for future generations even in challenging times.

Using Trusts to protect your children

Ensuring your children's present and future well being

The imperative to secure the welfare of minor children and those with special needs is a fundamental concern for many parents. The safeguarding of a child's financial assets and the assurance of their personal care in the event of a parent's premature demise are critical considerations. In contemporary society, the establishment of a Trust may serve as a highly effective mechanism to address these vital issues and beyond.

Tailored Trustee Services

Working closely with you to develop customised solutions while ensuring that your needs are fully understood, continually evaluated and met.

A Trust is one of the most flexible instruments that gives you access to tailor made solutions and peace of mind in knowing that your wealth is being managed, protected and kept confidential. It is the legal relationship created during one's lifetime or on death by a person, the Settlor, when assets (which include immovable property) have been placed under the control of a Trustee, for the benefit of a Beneficiary or for special purposes. 

TRUST ESTABLISHMENT & ADMINISTRATION

Trust management entails forming a fiduciary relationship where one party holds assets for another, ensuring transparency and adherence to the trust's guidelines.

ESTATE PLANNING & SUCCESSION

Estate planning and succession involve the strategic arrangement of an individual's assets and affairs to ensure their wishes are fulfilled after their passing, while minimising taxes and legal complications for heirs.

INVESTMENT  PORTFOLIO MANAGEMENT

Investment portfolio management focuses on the strategic oversight of trust assets to meet financial goals while fulfilling fiduciary responsibilities and adhering to investment rules.

DIGITAL WELTH PORTFOLIO & MANAGEMENT 

Digital wealth management utilises technology and online tools to offer customised financial services and investment options, enhancing client interaction and asset management.

As Trustees, we are committed to providing you with expert guidance in the creation of a customised Trust that aligns with your individual requirements. Our team will meticulously draft the Trust Deed along with all necessary legal documentation. Upon establishment of the Trust, we will manage and oversee your assets for your benefit throughout your lifetime, and subsequently for your heirs upon your passing, in strict accordance with the provisions outlined in the Trust Deed.

You hold the power to decide the timing and method of how your family will receive their inheritance — we will facilitate the management of your estate, helping to bypass the drawn-out and costly probate processes that your family might face after your passing. Your Trust is remarkably flexible and can be adjusted to achieve your personal goals.

Contact STRATTFORT™ for TRUST Formation & Management

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FAQ: Trusts and Estate Planning

Ensuring that your wishes are respected during your lifetime and on your demise

Our estate planning services help you structure the transfer of wealth to future generations while minimising tax implications and ensuring your wishes are respected. We work with you to create comprehensive succession plans that protect family wealth and provide for your loved ones.

A Trust is one of the most useful and flexible instruments that gives you access to tailor-made solutions that address your needs - you will benefit from the peace of mind in knowing that your wealth is being managed, protected and kept confidentially experts in the field of Trustee services.

One can define a Trust as the legal relationship created during one's lifetime or on death by a person, the Settlor, when assets (which include immovable property) have been placed under the control of a Trustee, for the benefit of a Beneficiary or for a specified purpose.

Drafting a plan that provides for everyone you care for once you come to pass away is no easy task as it requires, amongst other matters, sorting out how your wealth is going to be distributed, succession tax paid for, how your minor children will be provided for, or who will run and manage your business. You might even wish to plan out in advance the execution of decisions pertaining to your health care requirements should you be unable to handle this yourself. You have no way of making sure that what you want to happen will actually happen unless you plan for it. Moreover, if you do not wish to rely on your spouse and children to 'work it out', you should consider resorting to a solution that addresses this need directly - an Estate Plan.

Estate Planning helps you transfer your accumulated wealth from one generation to another as well as to charities or other persons. If you carefully plan your Estate, you will also be able to choose who will look after your minor children or even yourself should the need arise. If, on the other hand, you are still considering the option of drawing up a Will or Testament, it is worthwhile knowing that a Trust is an ideal medium for Estate Planning and will allow you much more flexibility and confidentiality than a Will. Notwithstanding, you may also consider to opt for a Testamentary Trust that comes into effect upon your demise.

A Trust is an extremely useful instrument because it gives you access to tailor-mades olutions that address your needs and concerns directly — you will benefit from the peace of mind knowing that your wealth is being managed and protected by professionals, with the added benefit of deciding how and when your family will inherit your assets. This will simplify your Estate administration besides avoiding the lengthy and costly succession procedures for your family upon your demise.  

Presently you are probably in a position to manage your own Estate, however it is worthwhile considering making a plan that addresses the eventuality of your not being able to handle your affairs at a later stage in life. A Trust can assist you should such an event happen. The Trustee, guided by the terms of the Trust Deed and your Letters of Wishes, will manage your Estate on your behalf in an impartial and objective manner — ensuring that your financial needs are met, thereby avoiding any abuse or mismanagement of your own Estate by inexperienced family members or third parties. 

Since immovable property which is settled or acquired in Trust does not form part of your Estate any longer, it will therefore not be subject to any succession tax upon your demise. Consequently your heirs will not be confronted with the decision of having to sell the property should there not be sufficient funds to pay the relative taxes. Once you have transferred your immovable property into Trust for your own benefit during your lifetime, the property can still be: 

  • Used and enjoyed; 
  • Rented out - rental income may be distributed back to you; 
  • Used as security against any facility; 
  • Sold - the proceeds may either be held in Trust for your benefit or distributed back to you or to any other appointed Beneficiaries under the Trust.

After having worked hard to establish your own business, it would be a pity to see it fall by the wayside should something happen to you. This can be avoided if you prepare a business succession plan. Depending on your business needs, we as Trustees can help you plan for the future should you no longer want or are unable to run your own business any more.

You can transfer your portfolio of investments and securities (both those held locally and overseas), bank accounts, works of art, paintings, jewellery and antiques as well as all kinds of immovable property. Should you transfer your portfolio of investments into Trust, you will still be able to avail yourself of Discretionary Portfolio Management and Investment Advisory Services with our Wealth Management Division. 

You will enjoy peace of mind knowing that the Trust is under the ownership, management and control of a reputable company offering a dedicated professional service by a fully fledged Trustee Services Unit. We will work closely with you to develop customised solutions, while ensuring that your needs are fully understood, continually evaluated and met — including the maximization of your wealth.