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"Bancoii Offshore bank - not only for millionaires. "
A trust can be a special tool that lets us help you with goals such as:
Financing your children's or grandchildren's education
Supporting an elderly relative
Making charitable contributions
Saving
Managing your assets if you are disabled
Providing investment management for your family after your death
A trust is a custom legal agreement you create so we - as trustee - can hold and manage the assets you place in the trust. We care for the property strictly for your benefit and/or the benefit of another person or persons you choose- the beneficiaries. And we follow your guidelines on how to manage the property.
Experience
We are skilled in administering all types of trusts. We will provide professional
asset management, tax strategies, and thorough administration for any trust
you decide
upon.
Our duties as trustee include:
Investing the trust assets
Distributing income and/or principal to the beneficiaries
Keeping records of all transactions
Preparing statements of account
Assisting your beneficiaries with advice on day-to-day financial matters,explanations of the trust's operation, and answers to their questions.
Personal Trust Services
Trustee
Successor Trustee
Services for Trustee
Custody Service
Investment Management
Estate Settlement
Charitable Trusts & Endowments
Resources for Attorneys