Estate planning should form an integral part of overall wealth management.

The goal is to protect your assets and to facilitate their transfer to future generations in a tax efficient manner. We understand that things can change including future assets, family considerations and tax residence and these factors need to be considered when establishing the structures that will grow with you.

We offer a full range of trust and foundation formation and management options including discretionary trusts, life interest/fixed trusts, private foundations, protective trusts, purpose trusts, charitable trusts and charitable foundations.

Estera logo

Estera has acquired Heritage Financial Services Group.

Estera is a leading global provider of fiduciary and administration services. The
acquisition of Heritage Financial Services Group is central to the expansion of our funds service line and also expands jurisdictional choice for our trust and
orporate clients.

These pages are no longer available but you can find further information on our services
at www.estera.com

Click the link below or shortly you will be redirected automatically to the Estera website.

See how we can help. 

Contact Us

Download

Please enter a valid email address

Thank you for your request, please click here to download.