Protector

The appointment of a suitable Protector is becoming increasingly important as the application of trusts evolves.

The Protector role carries importance not always fully reflected in the person(s) chosen by the Settlor to perform this function.

Usually it is close family friend or associate the chosen to fulfil the role, and in many cases, their knowledge of trusts and related matters is limited, if any.

With increasingly complex trust laws and new reporting obligations, it is imperative to have a Protector that has a legal background and experience on trust matters.

We independently oversee and monitor the management of the Trust to assure that it is administered in accordance to the Settlor’s wishes.

We provide the required professional skills, depth of knowledge, and experience, while ensuring a personal and professional service on a long term basis.

Benefits of the selection of a Professional Protector are:

• - Independence
• - Professional skills
• - Experience
• - Succession

We will work with the Settlor, their advisors, and the Trustee to achieve the foreseen goals.

Our skills and knowledge on the subject, together with more than 20 years’ experience, makes us ideal for this key role. What set us apart is our close relation with our clients.