Portfolio Trust

A trust is a widely used and well established way of protecting and enhancing a family’s wealth. Trusts also facilitate the safe and efficient passage of such wealth to the chosen beneficial class, which typically includes future generations of the family. The origin of the modern trust is Anglo-Saxon, originating under medieval English law, they have long been associated with the protection of assets.

During the absence from England on crusades, a knight would transfer ownership of his property and personal belongings to a “trusted person” so that he knew if he was killed his wife and children would inherit the estate.

Portfolio Trusts

There are many different types of trusts, however, the Discretionary Trust is commonly the most effective and is the most widely used for international financial and estate planning.Our Portfolio Trust range is ideal for protecting and enhancing a family's wealth. Trusts facilitate the safe and efficient passage of wealth between generations.