We live in uncertain times.
Your wealth is something to be protected and preserved, both now and for future generations. With globalisation, wealth is increasingly spread across any number of locations, and tax regimes, and in many forms, and managing those assets can be a real challenge. Hauteville Trustees wealth planning services afford you the comfort that you have put in place the right measures to protect your wealth now and in the future.
To achieve your wealth protection and estate planning objectives, we will help you utilise trusts, and corporate and other fiduciary vehicles. These structures have a proven ability to safeguard assets and manage wealth for future generations, whilst achieving tax efficiency.
We recognise the importance of a highly personal touch to develop long-term relationships with clients, taking the time to gain an in-depth understanding of your circumstances, wealth, investment objectives and family governance matters. Through the extensive knowledge of our highly experienced specialists in the areas of fiduciary, custody, lending, investment management, private banking, administered banking and family office services, we will craft the right solution for you.
We recognise that each client is an individual with unique circumstances and requirements. Therefore, rather than directing you into a standard products, we tailor our services around you.
Be it through a trust, private trust company, family office, foundation, company, special purpose vehicle or a combination of vehicles, we able to work with clients to understand how to best protect and preserve assets through the minefield of international laws, to then create, manage and administer structures for a variety of purposes.
As an independent company we are impartial and not tied to Head Office politics and red tape, and all decisions on policy are made here in Guernsey. This means we have complete freedom in our choice of best-in-class intermediaries and service providers, or alternatively the advisers chosen by the clients.