Services
Trust and Fiduciary Services
Our trust and fiduciary services are provided by regulated trust companies within the Forbes Hare group. We act as trustee, co-trustee, or in other fiduciary capacities in relation to a range of structures serving private clients, families, and institutional counterparties.
Our approach to trusteeship is governance-led. We do not treat the trustee role as a purely administrative function. We take seriously our obligations to beneficiaries and to the integrity of each structure in our care, maintaining active oversight of the structures we administer.
Typical Services
Services provided include:
- -Establishment of trust structures across a range of jurisdictions, in co-ordination with legal advisers
- -Ongoing trustee and fiduciary administration, including distribution management, investment oversight, and statutory compliance
- -Trustee services for a range of trust structures, including discretionary trusts, purpose trusts, reserved power trusts, and STAR trusts
- -Trustee and fiduciary services in relation to structures established under the laws of the Cayman Islands, New Zealand, Nevis, and other jurisdictions
- -Co-trustee and protector appointments where an additional layer of independent oversight is required
- -Enforcer appointments for purpose trusts and certain other structures
- -Appointment as litigation trustee or independent fiduciary in connection with commercial and trust litigation matters
- -Review and migration of existing trust structures, including compliance audits and record remediation
- -Trust wind-down, capital distribution, and deed of termination support
- -Liquidating or wind-down trustee appointments for corporate and investment fund run-off situations, including the holding and orderly realisation of residual assets
Regulatory Status
Forbes Hare Trust Company Limited is regulated by the Cayman Islands Monetary Authority. Forbes Hare Trust Company (New Zealand) Limited is supervised for AML/CFT purposes by the Department of Internal Affairs under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
Trust and fiduciary services do not constitute legal advice. Trust structures involve complex legal, tax, and regulatory considerations that vary significantly by jurisdiction. We strongly recommend that clients obtain independent legal and tax advice before establishing, migrating, or materially amending any trust structure.