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Home/Fiduciary & Legacy/Institutional / Fiduciary Services & Trust Services

Core Service 09 · Legacy & Continuity Architecture

Fiduciary, Dynastic & Legacy Governance

Trust services, philanthropic advisory, foundations, succession protocols, dynastic continuity and legacy preservation. For those entrusted with the burdens of continuity — ensuring that legacy is transferred deliberately, preserved intelligently, and guided with discipline across generations.

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Institutional / Fiduciary Services & Trust Services

Corporate compliance, trust-company structures, board support, and private-client trusts.

The global coverage provided by Privy Consul uniquely positions us to service the governance requirements of entities in a number of corporate domiciles, on a multi-jurisdictional, multi-entity basis — with an emphasis on providing a single administration centre.

The outsourcing of fiduciary and administrative functions is an increasing global trend. Banks, brokerage firms and other financial institutions rely on Privy Consul for a range of outsourced services. Our dedicated secretarial division has the specialist expertise required to assist clients across multiple jurisdictions and entity structures.

A growing number of financial institutions are today seeking to outsource their fiduciary services to independent organisations like Privy Consul for strategic reasons, to avoid conflicts of interest and for cost and service quality reasons.

We have broad, practical experience of assisting such institutions whether it be the acquisition of an existing fiduciary operation or the direct transfer of existing fiduciary relationships to Privy Consul.

We work directly with you to fulfil your financial goals and ensure the best vehicle for your assets. A private trust company can help with succession planning, mitigate against tax liabilities, protect your family's assets from government interference, and preserve the confidentiality of your holdings. Whatever you hope to achieve with a private trust company, we can help you get there.

We specialise in providing integrated, cross-border financial advice designed to help clients structure, preserve, and grow their wealth with confidence across jurisdictions and generations.

Trust Services for Private Clients

Practical trust solutions for wealth planning. We help private clients ensure wealth across generations by developing plans for both estate planning and investment structures. While each situation involves a bespoke plan, our core trust services include fulfilling roles such as trustee or executor and assisting with asset protection and succession planning structures. Our practical solutions paired with fast turnaround times help our clients preserve and protect their wealth for generations to come. We work in advantageous jurisdictions across the globe.

We offer in-depth guidance to help you select the best vehicle for your specific goals and needs, regardless of how complex they may be. Not only can we help establish all forms of trust, but we can also act as your trustee and protector and oversee the trust's administration. Whatever level of service you require, our experts are ready to help preserve your wealth in accordance with your own objectives.

Secretarial Corporate Compliance & Secretarial — Multi-jurisdictional secretarial services with a single administration centre for complex entity structures.
Trustee Trustee & Executor Services — Fulfilling roles as trustee, protector, or executor; overseeing trust administration in accordance with your objectives.
Protection Asset Protection Structures — Protecting family assets from government interference whilst preserving confidentiality of holdings.
Outsourcing Fiduciary Outsourcing — A full range of outsourced fiduciary and administrative services for banks, brokerage firms, and financial institutions.
Board Board Support & Governance — Governance advisory and board support services across corporate domiciles and entity structures.

Family Office Service

International high net-worth families with complex and geographically diverse personal and business interests can benefit from involving an experienced, independent trust professional in a family's international financial and generational planning.

Privy Consul's Family Office Service expands our traditional fiduciary services through the assignment to an individual family of a qualified Privy Consul professional.

The professional's role is to offer a family an independent perspective on the multiple decisions these families are required to take that may affect their interests and to take responsibility for the implementation of the family's planning decisions.

Fund Administration — Unique Pricing

Alongside jurisdictional filings, due diligence, compliance services, and statutory and regulatory compliance support, we offer fund managers the choice of three pricing models:

  • By Time. Pay us for the work that we do and not as a percentage of the fund's AUM. Our fees do not automatically increase with the growth in the fund's AUM. This is the model followed by the majority of our clients.
  • Monthly Minimum. An agreed monthly fee based on certain assumptions (for example: number of shareholders, frequency of subscriptions and redemptions). If the administration exceeds the agreed minimum, additional fees are charged.
  • AUM. Payment based on a percentage of the average AUM at the end of each period.

New funds: we assist new managers meet the startup costs for their first year's operation through a combination of our different pricing models. When the fund reaches an agreed AUM, we determine, in consultation with the manager, the appropriate fee structure to be used.

Institutional fiduciary and trust services
Questions? Answers.

Frequently asked — Fiduciary & Legacy.

Yes. Privy Consul provides family office advisory and standing counsel — fiduciary oversight, trust and estate governance, succession planning, and intergenerational stewardship — whether you operate a single family office, use a multi-family office, or have no formal structure yet.

Yes. We design succession planning and dynastic continuity frameworks: family constitutions, next-generation preparation, ownership transition, and governance that survives the founder — preserving both wealth and values across generations.

Everywhere. Families are global; so are we. From London, Dubai, and Riyadh to Milan, Singapore, Lagos, and São Paulo, Privy Consul serves families in every country and every city, coordinating trustees, counsel, and institutions across jurisdictions.

Yes. We structure philanthropic strategy, private foundations, and charitable giving frameworks so generosity compounds reputation and legacy rather than exposure.

By private introduction. A confidential conversation establishes the family’s circumstances and intentions before any mandate, structure, or fee is discussed.

Introduction Process

Onboarding Process

1. Initial Confidential Contact

We assess your request based on operational feasibility, required capabilities, and urgency. From the first contact, all communication is handled with discretion, professionalism, and strict confidentiality. No details are shared outside your assigned case officer.

2. Governance & Structure Assessment

We assess your fiduciary requirements, jurisdictional considerations, and family or institutional governance objectives, mapping the structures needed for multi-generational continuity.

3. Implementation & Ongoing Stewardship

We establish the trust, foundation, or governance framework, then provide ongoing stewardship and administration through a single, discreet point of contact.

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Fiduciary & Legacy

Related Services

By private introduction only

Legacy is not improvised. It is cultivated.

If you have questions, or would like more information on how Privy Consul can assist you, send us an email or give us a call. We will gladly take the time to discuss your goals and determine if Privy Consul can help you to achieve them.

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