Landmark Fiduciary Management

Putting Our Clients First

Our core business activity is the establishment and administration of trusts, companies and other asset-holding arrangements in different jurisdictions to suit our client families’ objectives. Where appropriate we also provide accounting and investment performance monitoring services to support these arrangements.

We have an extensive network of professional advisers and other specialists with whom we partner to suit our families’ requirements. Some of our client families ask us to perform an additional role as coordinators of their service providers around specific transactions or on an ongoing basis. This has led us to develop a suite of services to support Family Offices.

Our Services

Trust & Fiduciary

Trust and fiduciary services offer personalized wealth management solutions that align with clients' values and objectives, including estate planning, investment management, and philanthropy.

Management & Administration

Our management and administration services help clients manage assets, operations, and finances while ensuring regulatory compliance and achieving strategic objectives.

Financial Planning & Reporting

We provide comprehensive financial planning and reporting services to help clients achieve their financial goals, optimize their financial position, and ensure compliance with regulatory requirements.

Tax & Regulatory Compliance

We provide tax and regulatory compliance services to help clients navigate complex tax and regulatory requirements, meet reporting obligations, and mitigate the risk of penalties and legal action.

Family Engagement & Estate Planning

We engage families in discussions and activities to foster communication, collaboration, and shared values, and promote a sense of unity and purpose across generations.

Insurance & Risk Management

We provide insurance and risk management services to help clients identify, evaluate, and manage risks associated with their assets and operations, and ensure they are adequately protected against potential losses.

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