Many long‑established trust and corporate structures have evolved over time and may no longer reflect current regulatory expectations, best practice governance or the client’s original objectives.
We work with our clients to identify legal, regulatory, tax, governance and reputational risks and collaborate with tax and legal advisers to address those risks. Our analysis focuses on understanding how structures operate in practice, identifying areas of potential exposure and recommending practical steps to ensure client structures continue to be effective.
Fiduciary Advisory Services
What we do
We offer expert guidance on managing fiduciary relationships, addressing complex cases, and navigating legal, fiduciary and tax risks—especially in sensitive or high-risk scenarios.
Our Services
Fiduciary Structure Risk Management
Asset-Specific Risk Management
Fiduciary structures frequently hold complex or high-value underlying assets such as operating businesses, private equity investments, real estate portfolios, yachts, aircraft or other non‑standard assets. These assets can create unique operational, legal and reputational risks for trustees and corporate service providers.
We assist fiduciary businesses in identifying, assessing and managing the risks associated with these assets by reviewing governance arrangements, clarifying decision-making responsibilities, strengthening reporting frameworks and ensuring appropriate oversight of asset managers and advisers.
We provide independent support to fiduciary organisations in managing sensitive or strategically important client relationships. This may include assisting with the review of long-standing client arrangements, providing an objective perspective on emerging risks, or helping management teams navigate difficult client situations, including contentious situations.
Drawing on extensive experience managing fiduciary client relationships at senior executive level, we help firms to meet their fiduciary duties whilst keeping a close eye on commercial considerations such as relationship profitability, prudential risks and regulatory obligations.
The administration of estates involving international assets, complex trust arrangements or operating businesses can create significant challenges for executors and professional advisers.
Our experience in managing fiduciary businesses and complex client structures allows us to provide practical guidance that supports efficient and orderly estate administration.