Why Rogers Capital

Trust Services?

With the accumulation of wealth invariably comes the need to shelter assets. Rogers Capital allows you to do this through different offshore trusts.

A dedicated team of professionals is assigned to each of our clients in order to ensure a timely turnaround. Our Trust team includes professionals from various backgrounds and experiences: STEP members, Administrators, Accountants, Tax experts, and Lawyers.

Establishing a Trust can help you with

  • Tax planning
  • Wealth preservation
  • Probate avoidance
  • Estate planning
  • Protection of the weak and vulnerable
  • Flexibility and confidentiality.

Trust Set Up

  • Advice on Trust structuring and tax implications
  • Assistance to review Trust legal documents prior to set up
  • Liaising with lawyers on review of legal documents
  • Due diligence
  • Provision of Trusteeship services
  • Provision of Registered office
  • Providing a customised solution to carry out the terms of trust with integrity and confidentiality.

Trust Administration

  • Opening of accounts with banks
  • Communicate with and distribute assets to beneficiaries
  • Pay debts, expenses and taxes
  • Filing of Declaration of Non-Residence
  • Liaising with banks and other service providers
  • Maintenance and monitoring of bank accounts and provision of resident bank signatories
  • Services in relation to FATCA and CRS Compliance, including registration, due diligence and reporting
  • Secretarial services including convening meetings and drafting of minutes
  • Preparation of Meeting packs
  • Maintenance of statutory books and records, including registers in accordance with Foundation governing documents and law
  • Filing of statutory notices with regulatory authorities
  • Trust accounting