Fiduciary Services in the British Virgin Islands - Ogier

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ogier.com Ogier Fiduciary Services in the BVI | An introduction to working with us Our key services continued “Essential for Trustees to fulfill their Fiduciary duties” Ogier Private Wealth Ogier Private Wealth combines fiduciary and administration services which focuses on the needs of wealthy families, family businesses and family offices. The structures which we set up and administer are driven by reasons such as succession planning, family governance, wealth and estate planning. Our administrators deliver a professional and discreet service which is able to meet the objectives of a full range of wealth management structures. Our primary services include: • trust structuring either through a private trust company, VISTA or discretionary trust • formation of companies for various purposes • fiduciary and administration services to trusts and companies • provision of director and nominee shareholder services • probate services • enforcer and protector services • client regulatory advice in relation to managed trust company arrangements. The OPW team utilizes its expertise and works alongside clients and their onshore tax and legal advisors to ensure that the structures being established achieve the objectives and that the client receives quality services by us being reliable and responsive to clients’ needs. Client Accounting In addition to our 3 main service lines, we also offer a full suite of client accounting services including: • Standard book keeping • Preparation of financial statements • Liaising with auditors • Set up and administration of client bank accounts. Our team of qualified accountants are on hand to ensure that the financial records of your structure are in good order, that your bank account maintenance is routine and simplified, and to provide accounting to your structure, however large or small. 6
Ogier Fiduciary Services in the BVI | An introduction to working with us ogier.com Your contacts Karen Fahie Head of Corporate & Trust Services T +1 284 852 7317 E karen.fahie@ogier.com Tatenda Gotosa Head of Fund Services T +1 284 852 7367 E tatenda.gotosa@ogier.com 7
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Fiduciary Services in the British Virgin Islands - Ogier

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