Trust Services
Crafting Personalized Trust Solutions for a wealthy International Clientele
CISA Trust takes pride in offering bespoke Trust Services designed to cater to the unique needs of our distinguished global clientele. Our experienced team is well-versed in managing a wide array of asset types, encompassing portfolio investments, operating companies, real estate, art collections, aircraft, and yachts, among others.
With a strategic presence in Switzerland, the British Virgin Islands, and South Dakota, CISA Trust extends its exceptional Trust Services across international borders, ensuring our clients receive comprehensive and seamless Trust Services tailored to their specific goals and desires. Allow CISA Trust to be your dependable ally in safeguarding your assets for generations to come.
Which Types of trusts does CISA typically use?
- Discretionary trusts or fixed interest
- Revocable or irrevocable
- Trustee directed as to investments by Investment Advisor
- Protector powers to safeguards the interests of beneficiaries
- Settlor or designee powers to change of trustee
- Governing law –England, Bahamas, Cayman, etc.
Which types of assets can be held in trust:
- Financial Assets – Portfolio Investments;
- Residential real estate;
- Operating companies;
- Art collections;
- Private aircraft; and
- Yachts
News & Insights
TEP Membership: Celebrating Maria Cecilia Rachadell’s Prestigious Achievement
Join us in congratulating our Managing Director and Head of Wealth Planning at CISA Trust Company LatAm, Maria Cecilia Rachadell, on attaining Full TEP Membership
CISA Trust ranked in Chambers and Partners High Net Worth Guide 2024
CISA Trust Company ranked in Chambers & Partners High Net Worth Guide 2024Â for the 4th consecutive year as a leading Trust Company in all 3
CRS and the Rule of Law by John J. Ryan, Featured in STEP TQR
This summary of John J. Ryan’s article in the STEP Quarterly Review explores the implications of the OECD’s Common Reporting Standard (CRS) on taxpayer rights and the rule of law.
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Discover tailored trust solutions for individuals and financial advisors alike. Reach out to our experienced team for personalized guidance. Collaborate with us and pave the way to financial security!