We are able to tailor and administer bespoke structures to meet your individual needs within a complex and rapidly-evolving legal, fiscal and regulatory environment.
At Probus Trustees S.A., we understand the importance of planning for the future and safeguarding the financial well-being of your family. ​We work closely with you to develop a customised plan that aligns with your unique goals and objectives.
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As a member of the Probus Pleion Group, we are able to provide you with a comprehensive set of services and solutions, tailored to your requirements, across various jurisdictions.
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Our proactive approach allows us to assist in a number of areas to help meet typical wealth structuring needs:
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Estate and succession planning for future generations and meeting philanthropic goals.
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Opportunities for tax planning, optimisation and ease of reporting.
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Asset protection against spurious creditors and to ensure provision for future generations.
Our services include the setting-up of appropriate corporate and fiduciary vehicles and working closely with you in coordinating aspects of your financial planning by liaising with your tax, accounting and legal advisors, banks, assets managers and professional service providers to help oversee, consolidate and simplify your affairs.
An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.
Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.