Begin with purpose. Work through the detail.
How FIDERE connects trust structuring, asset coordination and ongoing administration around each client’s circumstances.
- 01
Understand the circumstances
The purpose of the arrangement, its assets, beneficiaries and relevant jurisdictions establish the context. Due diligence helps us understand the client and the activity proposed.
- 02
Consider the structure
Trust and corporate arrangements are considered together with the responsibilities they create. The aim is a coherent relationship between ownership, administration and the intended purpose.
- 03
Coordinate the arrangements
We connect the relevant trust, account, custody and transaction administration within the agreed scope, working with the institutions and parties involved.
- 04
Administer over time
The role continues beyond establishing a structure. Ongoing administration and review take account of relevant changes in the client relationship and its activities.
The right arrangement depends on the context.
Services depend on client eligibility, relevant jurisdictions, account arrangements and compliance review. Legal and tax questions require advice appropriate to the circumstances. No structure alone guarantees a financial, tax or asset-protection outcome.
Discuss your circumstances