We proffer private trust advice to clients on strategies for effective estate planning. Estate Planning includes drawing up a will, setting up a trust, establishing a holding company or using any mode of transfer to ensure that your assets are settled into your Estate in accordance with your instructions. Our service offerings include:
Estate Planning
CardinalStone Trustees offers a range of Estate Planning products and services designed to assist you in preserving your financial legacy. Our products and services are confidential, stress-free, and cost effective regardless of your assets.
- Living Trust
- Will and Executorship
- Testamentary Trust
- Vulnerable Trust
Nominee and Custodial Services
We offer secretariat, administrative and custodial services to clients.
We act in capacity of Trust to keep custody of clients’ valuable documents, securities or precious items, thus preventing them from being stolen or lost and ensuring easy transfer to beneficiaries on behalf of our clients.
Securities may be stocks or other assets in electronic or physical form.
Family Office Solution
Family Office may be set up to manage the family estate as a single entity, thus actively preserving wealth, organizing it to ensure continuity. It will cover all forms of organizations and services involved in managing large private fortunes.
- Wealth Management Advisory
- Asset Distribution
- Strategic Acquisition and Allocation
- Citizenship by Investment
Charitable Trust
A Charitable Trust is a charitable entity established to carry out the wishes of the Grantor(s) or Donor(s) for charitable purposes.
- Endowment: An Endowment is a donation of money or property to a non-profit organization or investment vehicle, which uses the resulting investment income for a specific purpose.
- Foundations: A Foundation is a separate legal entity, without members or shareholders but beneficiaries, and is generally established to reflect the wishes of a founder(s), who may be an individual or a legal entity.