Trust Services

The Fort Group provides trustee services through its wholly owned subsidiary, Fort Trustees Limited.

Fort Trustees Limited administrates mostly Discretionary Trusts, which are the most flexible forms of trust and by far the most popular in offshore tax planning and wealth protection.

Our trust services consist of: 

Formation Of Trust

• Consultation
• Preparation of trust deeds
• Opening of bank accounts

Administration

• Record keeping and control of assets
• Safekeeping of securities
• Preparation of annual trust accounts
• Administration of assets/investments sold or purchased
• Administration of trust contributions/distributions
• Operation and reconciling of bank accounts
• Any duties of an unusual or exacting nature