Fiduciary

The legal structures you use to keep your assets can be invaluable tools for wealth preservation. When used strategically, they can reduce transfer taxes,simplify estate administration, streng then family harmony, ease the transfer to subsequent generations, and ensure the fulfillment of your legacy.

With your Family Office helping your estate planning team, you leverage the perspective of a professional trustee who understands the intricacies of administering complex trusts across multiple generations. You also benefit from your Family Office extensive experience in wealth protection.

We may help your Family Office and your advisors with trust and estate administration services, including estate settlement, strong fiduciary structures and complex estate entities.

Trusts and Estates

The Bank work with the client's Family Office advisor to identify optimal structures and convert plans into action, drawing as appropriate on the firm's proven experience in managing a wide range of special assets, including art and real estate.

Private Trust and Foundations

To eliminate the burden of day-to-day administration, Bancoii provides Family Offices with complete services for running private trusts and foundations. The Bank provides Family Offices with expertise in every aspect of creating and administering a private foundation or trust from understanding governance and tax requirements for nonprofit organizations to selecting the right vehicles for their client´s philanthropic and investment goals.

International Tax-Efficiency

Bancoii network of international tax specialists are able to support the client´s Family Office with insightful perspectives on international legislation that may impact the client. International tax-efficiency is a Bancoii strength, whether in converting low basis assets, facilitating inheritance, or managing taxable portfolios.