Private Client Services

Investment Trust Funds are trust solutions that allow sophisticated high net worth individuals to better manage and consolidate their investments. It is a highly customised trust solution that allows the high net worth clients to invest into specific or targeted areas of interest.

Clients have the option of appointing asset managers to manage the assets under the investment trust, thus allowing clients to better manage and focus on their other businesses. Liontrust, as trustee, will hold the trust property for the benefit of the clients and ensure that the trust is managed in the best interests of clients.

There are many forms of trust solutions suited to assist individuals and families for succession planning, estate planning and protection of clients assets so as to benefit the desired beneficiaries. Examples of trusts include insurance trust, protection trust and family trust.

Liontrust has the required expertise to advise and assist clients in establishing suitable trust solutions to meet their objectives. Liontrust can assist clients in setting up and administering trusts in different jurisdictions.