For a Guernsey client, a private trust company can give a family a dedicated company to act as trustee of family trusts, while professional advisers support governance and administration.
Guernsey has an established trust and fiduciary-services sector, making it a practical jurisdiction to consider where the structure and family circumstances are suitable.
Who this service is for
This service is for individuals and families considering or already using a Guernsey wealth structure and wanting the private trust company establishment handled professionally.
We start by understanding the family, the assets involved and what the structure is intended to achieve before any provider is approached.
What we check before we start
We review the proposed role of the Guernsey structure, the people involved, the assets and the information a fiduciary provider is likely to require.
For a Guernsey client, source of wealth, source of funds, tax residence and beneficial ownership need to be transparent. Where legal or tax advice is required, it is obtained from appropriately qualified advisers.
What we will do
Coutts Consultants identifies and coordinates suitable Guernsey fiduciary or professional providers for the private trust company establishment and manages the information and document flow.
For a Guernsey client, the appointed trustee, administrator or other regulated provider remains responsible for accepting the relationship and carrying out any regulated fiduciary function.
How Coutts Consultants can help
You have one Coutts Consultants contact coordinating the Guernsey work and bringing the relevant trust, legal, tax and administration specialists together.
For a Guernsey client, we keep the process understandable and organised while ensuring the final structure and appointments remain subject to professional acceptance and applicable law.
Service details
Why choose Coutts Consultants
You have one Coutts Consultants contact coordinating the Guernsey work and bringing the relevant trust, legal, tax and administration specialists together
What is included
- Initial guernsey private trust company establishment scope review
- Tailored requirements and document checklist
- Application or implementation coordination
- Authority, registry or professional liaison where required
- Completion review and practical next steps
Benefits
- The service is scoped around the client’s actual objective
- Requirements and document gaps are identified early
- Relevant parties are coordinated through one point of contact
- Clear practical guidance is provided through completion
Requirements
- A clearly defined objective and intended outcome
- Relevant ownership, control and business information
- Satisfactory KYC and source-of-funds checks where applicable
- Availability of any required local professional
- Acceptance by the relevant provider or authority where required
Documents required
- Identity and residential-address evidence
- Company and ownership documents where applicable
- Information supporting the proposed activity
- Financial or source-of-funds evidence where required
- Service-specific forms and supporting documents
How it works
Timescale
Confirmed after initial review of the scope, supporting documents and applicable provider or authority requirements.
