Wealth Management Services
Trusts and Foundations
Malta is a stable jurisdiction that provides for optimal asset protection and wealth structuring. Malta trusts and foundations are the most popular vehicles for estate management since they are beneficial yet secure ways of structuring one’s wealth. These legal structures offer various benefits, including tax efficiency and flexibility. Through our licensed trustees, we can assist with the following:
Trust Services
Trust Establishment
Setting up of trusts in accordance with Maltese laws and regulations.
Trustee Services
Corporate trustee services to manage and administer the trust assets on behalf of the beneficiaries.
Beneficiary Management
Management of the interests and distributions of the trust to beneficiaries according to the terms of the trust deed. Overseeing the investment of trust assets in accordance with the trust's objectives and the beneficiaries' interests.
Asset Protection
Structuring trusts to shield assets from potential creditors, legal claims, or other risks.
Estate Planning
Trusts can be used as part of an estate plan to facilitate the transfer of wealth to heirs, minimise estate taxes, and ensure the orderly distribution of assets.
Charitable Trusts
Establishing charitable trusts for philanthropic purposes in Malta.
Trust Administration
Management of administrative tasks such as record-keeping, reporting, and compliance with legal and regulatory requirements.
Foundation Services
Foundation Establishment
Establishing private foundations in Malta, which are legal entities with their own legal personality. Providing support and guidance to clients in defining the foundation's objectives and structure.
Foundation Council
Formation and administration of the foundation council, which manages the foundation's affairs.
Asset Endowment
Structuring the foundation to hold and manage assets for the benefit of specific purposes, beneficiaries, or causes.
Philanthropic Planning
Develop strategies for foundations established for charitable purposes.
Investment Management
Manage the investment of the foundation's assets to achieve its objectives.
Governance and Reporting
Preparation of annual reports and financial statements of the foundation.
Succession Planning
Set-up foundations to preserve and manage family wealth across generations.
