The issues of protecting personal assets and tax-saving opportunity are the matters of paramount concern for every successful individual. A reasonable solution to protect private interests and family capital is served by means of a trust instrument as a classic, traditional tax and estate planning mechanism.
By definition, a trust is a legal agreement under which the settlor (or grantor) transfers their property to a trustee, who holds and manages the transferred assets for the benefit of the settlor or another person (the beneficiary). The creation of a trust serves a variety of purposes, including not only for the preservation, protection, and seamless transfer of assets within the same family, but also for minimizing estate tax obligations, escrow, and charitable donations. Over the years, trusts have proven to be a most effective tool to protect the assets of wealthy families.
Once you transfer the right to manage your assets to a third party, you undoubtedly face risks. Therefore, by choosing MOORE ST, you will receive a reliable trustee that will provide effective management and will guarantee the protection of your interests. We provide fiduciary financial management services, providing a personalized approach and efficient service to each client.
Trusts, estates and probate matters require careful planning and sometimes involve complex decisions. As part of this service, we offer:
- Advice on the creation of a trust
- Drafting reports
- Tax advice
- Management of trusts
- Preparation of investment policies and risk assessments.
MOORE ST specialists have substantial experience and high quality practical skills in accounting, taxation and jurisprudence, which allows us to provide our clients with the peace of mind and guarantee the utmost care in handling of their cases.
To find out more about our services for private clients, feel free to contact us by e-mail or submit a request by filling out the form on our website.