• 01

    Operation and management of corporate
    and trust structures,
    along with asset-holding entities for families

  • 02

    Efficient, integrated onshore and offshore
    company operation and management for corporations
    and entrepreneurs

  • 03

    Professional services for intermediaries
    and the international asset finance community

  • 04

    Establishment and management of Swiss foundations
    and not-for-profit associations

  • 05

    Concierge services for families and companies
    – including relocation assistance

  • 06

    A streamlined, consolidated compliance
    process for all structures, including coordinating
    with third-party service providers

Corporate trustee services

Corporate trustee services

Trustees can play an important role in the corporate world, facilitating transactions by acting as a trustee/agent for one or more parties entering into financial or other commercial agreements. The trustee acts under a trustee agreement as a contracting party to the contract itself, and is also the party of record in relation to any public filings or registrations. This can bring several advantages:

  • It protects the confidentiality of the parties giving the mandate to the trustee.
  • It facilitates joint venture investments or other transactions without the need to set up a special purpose vehicle, which eliminates an area of significant expense.
  • It lets joint venture partners vary their participation in a project after it has been concluded contractually without having to re-execute key contracts.
  • In relation to finance or investments, it allows a lead investor to syndicate and lay off its position both during and after the contractual process.

Rosetrust has established a special purpose subsidiary to act as a corporate trustee. Like Rosetrust itself, this is neutral and conflict-free, and is fully transparent in relation to the legal and tax obligations of the economic participants who give the mandate to the trustee. We have 30 years’ experience of working in the finance and commercial community. This means that we can work seamlessly with legal and financial advisers and banks, and at the same time provide the necessary accounting and reporting services needed for any particular transaction.

For further details, please contact us.