Trusts and foundations

At Baker Tilly Isle of Man, we specialise in a range of services geared towards the protection of high-net-worth individuals’ (HNWI) valuable personal and family assets, including wealth management, estate planning, company formation, and company administration.

Our services include the establishment of personal trusts, foundations, and estate administration services that are tailor-made to meet our clients’ current and future objectives.

Trusts and foundations are important vehicles for structuring, preserving, and growing family wealth. As a fiduciary, we understand that each client’s circumstances are unique, and we work closely with them to establish structures that are efficient, effective, and compliant with applicable laws and regulations.

Our team provides comprehensive evaluations of the advantages and disadvantages of each option, allowing clients to make informed decisions before committing to the establishment of a trust or foundation.

We also assist clients in achieving their philanthropic goals by creating practical and efficient ways to achieve asset protection. Our expertise in offshore registered office, family office, and beneficial owner services provides our clients with a reliable partner in achieving their objectives.

At Baker Tilly Isle of Man, we believe that the future belongs to those who plan for it. That’s why we encourage our clients to consider estate planning and the establishment of trusts and foundations as early as possible. Our team is committed to providing our clients with the necessary support and guidance to help them achieve their goals for themselves and future generations.

Baker Tilly Isle of Man Fiduciaries Limited is licenced by the Isle of Man Financial Services Authority as a Corporate and Trust Service Provider

We provide the full range of trust and foundation services including: