Custodial and
Trustee Services
Custodial and Trustee Services
ITIL offers Custodial and trustee services, including safekeeping and managing of your assets, and ensuring compliance with all regulatory requirements. Our experienced professionals act as trustees and hold legal title to assets on behalf of beneficiaries, ensuring transparency and safeguarding your interests.
We work closely with our clients to develop a customized strategy that aligns with their unique needs and goals, and we provide regular updates and reports to ensure transparency and accountability.
We strive to provide our clients with peace of mind and help them achieve their financial goals through our trusted and efficient services.
Our services include:
1. Asset Protection and Management
Our customized solutions for Custodial and Trustee services are designed to ensure the safeguarding and effective management of your assets. We provide comprehensive services that include trust formation, customized custodial arrangements, and investment advisory services to cater to your specific needs.
Our experienced team is dedicated to providing the highest level of service and expertise to ensure that your assets are managed in a secure and efficient manner.
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Trust formation and administration
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Custodial and safekeeping services for various types of assets
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Investment advisory services to help maximize returns and minimize risk
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Family office services to manage and coordinate all aspects of your financial affairs
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Risk management and insurance solutions to protect against unforeseen events
2. Estate and Succession Planning
Our experienced team at ITIL offers personalized and comprehensive estate and succession planning services. We work closely with you to understand your unique circumstances and goals, and develop tailored strategies to transfer your wealth to future generations seamlessly.
Our services include asset protection, tax planning, trust formation, will drafting, and more. With our guidance, you can have peace of mind knowing that your wealth will be managed and distributed according to your wishes.
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Developing tailored strategies for the transfer of business of ownership and management to successors
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Providing guidance on tax-efficient wealth transfer and asset protection strategies
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Preparing and viewing legal documents such as wills, trust, and power of attorney
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Regular reviews and updates to estate plans to ensure they remain relevant and aligned with your evolving goals and circumstances
3. Philanthropic Advisory
Our team of experienced professionals will work closely with you to identify your philanthropic goals and develop a customized charitable foundation that aligns with your values and vision.
We provide ongoing support in managing and administering the foundation, ensuring that your philanthropic efforts have a meaningful and lasting impact on the community.
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Philanthropic Advisory and Foundation Management
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Strategic Philanthropic Planning
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Legacy Planning and Charitable Giving
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Impact Assessment and Reporting
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Grantmaking and Due Diligence