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
The HEMS Standard: Health, Education, Maintenance, and Support
The HEMS standard, specifically the Health, Education, Maintenance and Support standard, is a “needs-based” discretionary distribution standard that limits the absolute discretion of a trustee
CISA Trust to Sponsor 8th Annual Fall Forum by South Dakota Trust Association
CISA Trust is proud to announce its sponsorship of the 8th Annual Fall Forum, hosted by the South Dakota Trust Association. This premier event will
Honduras’ Tax System – Country Profile
Honduras’ tax system is characterized by its territorial tax regime, which taxes only Honduran-sourced income while exempting foreign-sourced income. With a corporate income tax rate
Do you have any inquiries?
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!
