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

Group Head of Private Client

daniel@whitmill.com

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Rob Lucas

Head of Corporate

rob@whitmill.com

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What Our Clients Say

The Private Client team at Whitmill are proactive, pragmatic and have unparalleled expertise. Having worked on a number of time sensitive and complex structuring matters, we have direct access to the entire team and consistently receive the highest standard of tailored service.

Private Client Intermediary

The transfer of administration to Whitmill was seamless and professionally handled from start to finish. The team were responsive, knowledgeable and ensured everything progressed smoothly. We’ve been very pleased with the transition and look forward to the continued relationship.

Corporate Services Client

The Whitmill team consistently demonstrate professionalism with fast turnaround and practical solutions no matter how complex the undertaking. What has impressed most is their desire to develop a broad and deep understanding of their clients’ requirements at all times.

Managing Director of Private Real Estate Investment Firm

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

Our Sectors

Our sector-focused approach enables us to apply deep market expertise and insight to solutions built to meet your specific needs.

Private Client

We help high-net-worth individuals and their families plan, protect, and preserve their wealth, providing peace of mind in an ever-changing world.

Real Estate

We apply our deep knowledge of real estate structures to provide administration services for commercial and residential portfolios across key global jurisdictions.

Private Equity

We can manage the complex administration and reporting requirements of your private equity funds, enabling you to concentrate on generating value.

Debt

We can leverage our knowledge of private credit transactions to support asset managers and enable them to focus on delivering investor returns.

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