Families with global interests require bespoke solutions. Capital Trustees has a long history in servicing international clients with complex estate planning needs, supporting all family members in their relocation plans and allowing for easy and flexible wealth transfer across jurisdictions and generations.
Art and collectibles can represent a considerable share of HNWI’s portfolio, becoming an important tool for diversification in modern investment strategies. Capital Trustees has developed a unique expertise in the management of art and collectible and can design wealth-structuring with the aim to protect and enhance artists and collector’s activity.
Capital Trustees has a strong background in nurturing family wealth and legacies and has implemented a platform specialised in providing tailor-made assistance to private clients and their families. Its aim is to help individuals in setting clear financial objectives with an efficient, structured and comprehensive approach reflecting family’s needs
Capital Trustees, can provide a range of services ranging from compliance analysis for corporations and individuals, to the drafting of rules of conduct and internal procedures. The firm’s approach focuses on anti-money-laundering regulation, CRS, FATCA and automatic exchange of information on tax matters, as well as GDPR.
Our corporate division includes internationally qualified tax and legal experts with a strong background in corporate structuring across multiple jurisdictions. The firm will be able to provide assistance both in the design and set-up of complex corporate structures and in their management and administration.
Capital Trustees has an extensive experience in providing a broad range of fully tailored and integrated tax services. Tax specialists qualified in multiple jurisdictions support and represent companies and individuals in all tax issues, ensuring compliance with local regulations and reporting requirements.
Capital Trustees’ philanthropic services aim at facilitating the development and management of charitable purpose initiatives. The firm has a strong background in supporting individuals and families’ pursuit of important social causes through charitable plans, finding synergies between wealth structuring and philanthropy.
Capital Trustees believes in the importance of technological enhancements in support of services provided by its platform. It has thus invested in the development of a technology-driven division that focuses on strengthening wealth-structuring solutions with the help of IT tools, enabling clients to have access to innovative protective services.