Trust Services

Comprehensive trust solutions from leading private banks

Trust Formation

Comprehensive trust establishment services

  • Trust structure design
  • Legal documentation
  • Regulatory compliance
  • Trust administration

Trust Management

Ongoing trust administration services

  • Asset management
  • Distribution planning
  • Compliance monitoring
  • Reporting services

Specialized Trusts

Custom trust solutions

  • Charitable trusts
  • Family trusts
  • Business succession trusts
  • Asset protection trusts

Compare Trust Services

Bank Minimum Investment Management Fee Key Features
UBS Private Banking
$2,000,000 0.50% - 1.50%
  • Wealth Planning
  • Investment Management
  • Portfolio Management
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Credit Suisse Private Banking
$1,000,000 0.45% - 1.35%
  • Wealth Planning
  • Investment Advisory
  • Portfolio Management
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J.P. Morgan Private Bank
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Portfolio Management
  • Trust Services
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Goldman Sachs Private Wealth
$10,000,000 0.75% - 2.25%
  • Investment Management
  • Portfolio Management
  • Alternative Investments
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Morgan Stanley Private Bank
$5,000,000 0.65% - 1.85%
  • Investment Management
  • Portfolio Management
  • Financial Planning
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Deutsche Bank Private Wealth
€3,000,000 0.55% - 1.65%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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HSBC Private Banking
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Portfolio Management
  • International Banking
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Barclays Private Bank
£1,000,000 0.50% - 1.45%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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Julius Baer
CHF 1,000,000 0.65% - 1.75%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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