At Bond Trust we specialise in the provision of a wide variety of wealth planning structures including trust and trustee services which revolve around wealth creation, preservation and administration.

The families we represent, require a long‑term approach to the management and administration of their asset base. We appreciate that the family and financial circumstances of each of those whom we represent will differ significantly as we work to preserve and enhance their asset base.

Trusts can provide a number of useful advantages:

• Flexibility when it comes to estate planning and succession;
• Potential protection of assets from imprudent heirs, forced heirship and divorce;
• Provide the reassurance of appropriate levels of confidentiality.

We have extensive experience in helping families and their advisers establish appropriate trust structures to assist with the management of wealth, as well as the creation and maintenance of family governance values for their families and future generations.

Many wealthy families, due to the complexity of their affairs, either require more dedicated or focused services or end up having their own employees, directly or through the establishment of their own family or private office. Our approach to assisting those families with private office needs is to draw on our existing expertise and relationships and tailor these to the specific needs of the family concerned. Often this may lead to the establishment of a separate single family office within or wholly separate to our business, but sometimes it may result in the provision of one or more of a range of services as part of our multi-family office offering.

Whatever the solution, it needs to be carefully considered alongside leading independent professional advisers to ensure the best possible outcome for the long term. Applying our knowledge, skills and experience, our aim is to help our clients intelligently navigate the administrative burden of wealth, allowing families to concentrate on what is most important to them.

We also provide company director, company secretarial, and governance solutions including bookkeeping and accounting. We take responsibility for the administration and management of a range of vehicles including companies, limited partnerships and cell companies.

At Bond Trust, we provide corporate solutions from Jersey for a range of appropriate jurisdictions, and have experience in holding and managing a wide variety of asset classes.

Trusts can provide a number of useful advantages:

• Transaction management and administration;
• Accounting and financial reporting through the delivery of high-quality accounting services;
• Corporate governance and the establishment of robust management disciplines to establish and maintain clear management and control.

We have often been involved in the disposal and acquisition of major portfolios of assets, implementing exit strategies for client businesses, securing funding and borrowing for particular enterprises and the management of joint venture relationships.

In today’s heavily regulated environment, we adhere to modern best practice and sound corporate governance principles, however we believe that we can still give thoughtful, compliant and informed responses in a manner which is unbureaucratic and enabling, ensuring the services we provide are delivered efficiently and add value.