Trustee Services

We provide trustee services that support corporate structures, fund vehicles and which enable private clients to protect their assets.

Trusts are an integral part of the services we provide to corporate ownership structures including group share plans, fund vehicles and private structures to facilitate asset protection, succession planning or for investment purposes.

How can we support you?

Trusts have applications in both private client and corporate structuring, where individuals and enterprises face multiple challenges when protecting their assets or managing their wealth.
 
Our team has experience across a variety of trust types and all aspects of trust management including, discretionary and purpose trusts, EBTs and JPUTs.
 
We work diligently throughout the life of your trust to implement the advice of your legal and professional partners, consistently integrating ourselves into any established or new support framework to ensure effective delivery.
 
We work hard to ensure your experience is positive and painless and we are focused on helping you achieving your strategic goals.

Establishment of trusts
Provision of trustee
Administration and governance
Oversight of investment assets
Beneficiary relations
Bookkeeping and accounting
FATCA and CRS compliance and reporting

Key Contacts

Daniel Channing Profile Picture

Daniel Channing

Group Head of Private Client View Profile
Rob Lucas Profile Picture

Rob Lucas

Head of Corporate View Profile

What Our Clients Say

I was very impressed with Whitmill’s customer service levels. The breadth and depth of technical understanding and service excellence throughout the administration team is outstanding.

Private Client Counsel

Throughout our collaboration, Whitmill have demonstrated a great ability to navigate complex challenges while maintaining clear communication and expertise. The team is knowledgeable and professional, consistently providing insightful advice and assistance.

Real Estate Client

What truly sets Whitmill apart is their deep understanding of the services provided and the personalised experience they offer. Access to senior professionals is key to the smooth running of our funds and the Whitmill team is exceptional in this regard.

Fund Services Client

Focused on your future? So are we.