Trust Services

An ancillary family office service is provided to clients who regard Douglas Investments as their trusted advisor. Douglas Investments offer services including the establishment of a Trust, administration (SARS registration, bookkeeping), transactions (banking) and general estate planning.

Fees

The fees are agreed per Client, and are based on the extent of the activity required of Douglas Investments. Generally the fee consists of a basic annual fee to cover the fiduciary responsibility, together with a professional time based fee to the extent required.

Any transactions requiring separate professional advice (eg. property sales & purchases, portfolio management, audit, tax advice etc) are charged for separately according to the tariff of the professional service provider consulted.

Offshore Trusts

Internationally, Douglas Investments has associated itself with a Trust company called Clermont Consultants (CH) SA who are based in Geneva but also have representative offices just outside London. Douglas Investments is able to introduce clients to Clermont's services for offshore Trust and fiduciary services.