There are times when, for reasons of security or strategy, it is advisable to set up a trust.  Claris works in conjunction with the client’s professional advisers to create a trust tailored to meet the specific requirements of the client and his family.  We provide specialised trustee and fiduciary services including the following trusteeships:

• Transfer and management of third-party property

• Holding and administration of bonds, patents and other certificates

• Safekeeping of company shares

• Shareholder representation

• Management

• Safeguarding of company documents

• Trust services in connection with investment transactions

• Trusteeships for the transfer and monitoring of financial resources

We provide you with the highest level of protection and security.

Asset Management

Asset management and trust transactions should be handled in complete confidence.  Our mission is to provide you with security and the necessary tax and legal framework to structure your assets to your best advantage.   Conservative and at the same time innovative, our counsel is tailored to your needs.  Asset structuring involves the setting up of legal entities and the transfer of assets of all kinds to those legal entities, with the aim of keeping private and structured assets separate. The main advantages of this kind of structuring are estate planning, asset protection, mobility/flexibility and confidentiality.

Estate Planning & Management

Have you given enough thought to the future of your business after you retire? The process of transferring ownership to the next generation is a complex task requiring timely, long-term, strategic and systematic planning.  Mistakes made in the planning of ownership transfer can destroy the family assets and ruin the future of the company.   The successful transfer to the next generation means stability and continuity for the business, the estate and the family.

Our in-house lawyers and financial advisors can advise you in all financial, legal and tax aspects of your succession planning and estate management to ensure a problem free, discrete and tax efficient solution. 

Whether your business is a partnership or a limited liability company, we will work together with you to find a solution for a secure, tax-friendly transfer of ownership, while taking into consideration and integrating the various international regulations governing inheritance, gift-giving and asset transfer.

For more information on how we can help you, please Contact Us at your convenience.