Estate Planning Solutions

Proper estate and tax planning is a key concern for international private clients with a global investment portfolio.

As an independent partner, Citco can assist and help implement planning strategies that have been mapped out by legal and financial advisors of our client’s choice. Our global offering allows us to service clients and their families by offering corporate and/or trust formation and trustee services  including  financial and regulatory reporting support. We can also assist with bespoke vehicles that hold and manage life insurance services. 

Citco is one of the most highly-respected providers of corporate and trust services. Our history of 75 plus years, independence and office network across more than 40 countries enable us to provide flexible solutions for our clients’ diverse needs.

Key Services

Personal holding company and private foundation incorporation and ongoing corporate governance support.
Trust formation and Trustee services
  • Bespoke vehicles to hold and manage financial and non-financial assets 

Accounting Services
  • Financial statement preparation for personal holding companies, trusts and foundations including preparation of consolidated financials

Regulatory Compliance
  • Classification and reporting services as necessary to comply with the Automatic Exchange of Information Regimes.