WEALTH MANAGEMENT

ACE TRUST IN takes their fiduciary responsibility very seriously, interpreting instructions of the trust agreement as closely as possible in fairness to all of the beneficiaries and related parties.

This takes the burden from friends and family and helps maintain peace and relieve stress among all parties. Whether we act as trustee or as the agent for another trustee of your choice, we do everything in our power to ensure that the goals of your trust are met.

ACETRUSTINSOLUTIONS LLPand its parners has been discreetly serving high net worth individuals, families, and their enterprises for more than 8 years.

ACETRSUSTIN also offers a broad range of estate and succession planning solutions. These solutions allow families to transition their wealth from one generation to the next.

SECURING YOUR FAMILY'S LEGACY - THROUGH FAMILY OFFICE SUPPORT SERVICES

As a trusted advisor to many of the world’s most affluent families, family offices, and private trust companies, we bring significant experience and integrated service capabilities to our clients. We deliver a global network of resources and a world-class level of knowledge and experience tailored to each family’s unique and personal circumstances.

Our understanding of this specialized field informs us that clients like you expect a team of professionals with relevant experiences and perspective. One of the valuable benefits we can bring to you is our extensive background working with clients of similar stature, complexity, and issues. Our goal is to leverage the deep experiences of our professionals to advise you and your family for generations to come.

Whether you are growing or selling your business, considering what assets you want to pass to future generations and charities, or evaluating the creation of a family office, we will share our knowledge and experiences so that you can feel educated and confident in the decisions you make to secure the legacy of your family.

ESTATE AND SUCCESSION PLANNING

Our professionals include experienced wealth structurers and business developers, knowledgeable in fulfilling the needs of families and in structuring these families' worldwide assets in a way that protects the wealth and interests of their future generations.

Maintaining family wealth across generations is extremely complex, and families desire the facilitation of the inter-generational transfer of wealth, as well as a reduction in intra-family disputes. Creating and managing a global family office addresses these five core issues:

In coordination with tax, inheritance, and estate law experts, ACETRUSTIN can establish and administer estate planning and succession structures for global families. We are uniquely positioned to complement intermediary solutions in investment structuring, trade transactions, asset protection, tax planning, business and family succession, and estate planning. We can also protect clients’ assets against excessive financial claims. We provide trust, foundation, company and partnership solutions from the following jurisdictions: The Bahamas, Barbados, BVI, Cayman Islands, Delaware, Hong Kong, India, Luxembourg, Malta, Mauritius, the Netherlands, New Zealand, Singapore and the United Kingdom.

Neutrality and Objectivity – We make the hard, unpopular decisions without the risk of introducing strain into the family.
Experienced Administration – State and federal/ Central laws strictly regulate corporate trustees. ACE TRUST IN always acts in the best interest of the trust and all beneficiaries and ensure that all of the trust records are accurate. Our team has specialized experience to help make sense of even the most complex trust.
Continuity – A trust is typically designed to last a long time. Age, illness, or death can prevent an individual trustee from fulfilling the duties of the trustee. ACE TRUST IN and its promoters has been around for over a decade in foreign trust management so we can alleviate this concern. We provide stability and uniformity from generation to generation.
Professional Investment Management – As a corporate trustee, we prudently invest the assets of the trust. A clear investment philosophy and proven principles results in tailored solutions unique to each client.
Primary Purpose – We have been working with trusts and the complexities that can occur for over a decade. A friend or family member may not have the necessary time or expertise to appropriately administer the trust.
Legal and Regulatory Requirements – Trustees must comply with ever-changing legal requirements and fiduciary standards. ACE TRUST IN totally accountable to grantors and/or beneficiaries for the investments and administration of a trust. In addition to recordkeeping, we provide custody of the assets and tax preparation so that you can feel at ease.
ACE TRUST IN and its promoters has been around for over a decade so we can alleviate this concern. We provide stability and uniformity from generation to generation.

Less trust in banks, money moving into private equity funds and other smaller asset pools, banks more for execution only
More family offices, having own allocation rules and trusted professionals, strong governance to deal with generational transition issues and keep the family business together, managed by professionals
Only families that have strong shared values stay together over multiple generations (see Tata)
Spreading assets over multiple locations, multiple asset classes
Eliminating ‘nominee ships’, ‘bearer shares’ and other vague “planning” methods, which may lead to tax evasion and problems for the next generation
More investments in projects that build family values.