We are one of the leading providers of private client solutions in the region offering a powerful combination of highly integrated regional and global capabilities, detailed local market knowledge, technical excellence and hands-on, senior practitioner-led personal service.
Family Wealth Report Awards, Miami, Latin America & Caribbean, 2024
Family Wealth Report Awards, Miami, Latin America & Caribbean, 2024
Chambers & Partners High Net Worth Guide, 2023
Chambers & Partners High Net Worth Guide, 2021
Chambers & Partners High Net Worth Guide, 2019
Our Services
Private clients are at the core of our business. Since our founding in 1978 we have worked with high net worth families, family offices and professional advisors to preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.
Ranked as one of the leading trust companies in South Dakota, our team in Sioux Falls provides a wide range of fiduciary and corporate services to professional advisors and their clients, both international and U.S. based. Our services include the administration of directed, delegated and discretionary trusts, as well as U.S and international companies.
South Dakota is frequently ranked the number one trust jurisdiction in the United States. It is recognised for its modern trust laws, which include powerful privacy and asset protection provisions and the ability to establish dynastic trusts for multi-generational planning, as well as directed trusts where the trustee takes ‘directions’ from an advisor or committee in relation to trust fund investments and/or distributions.
Our extensive footprint in the Caribbean, spanning key private client structuring jurisdictions that are internationally respected for their proven legal and regulatory frameworks and efficient, reliable court systems, provides a a comprehensive range of solutions to help high net worth families achieve their asset protection and succession planning goals.
Whether the formation of an offshore company to hold overseas assets, the establishment of innovative and cost-effective short form trust vehicles available in several jurisdictions, or the creation of a private trust company to manage a family's multiple trust structures, our seasoned Caribbean team has a long history of working with private clients and their advisors to reliably and efficiently implement the solutions they require.
Our dedicated Latin America team works closely with professional advisors to assist in the implementation of global investment and wealth structuring solutions for high net worth individuals and family offices. We operate on-the-ground liaison teams in Brazil, Panama and Uruguay, with Portuguese and Spanish speaking personnel spread widely across our business.
Serving clients from the region for more than 30 years, we have extensive practical experience of implementing solutions across our global footprint, whether in the Caribbean, USA & Canada, New Zealand, Switzerland and beyond. In addition to the establishment of companies, trusts and foundations, we also regularly assist clients either relocating entirely, or obtaining residency elsewhere.
Contact our team today
Get in touchPrivate clients are at the core of our business. Since our founding in 1978 we have worked with high net worth families, family offices and professional advisors to preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.