Investment Management
For an International Trust

A properly structured offshore trust gives you wide freedom in arranging for investment management.

  • If you want to make investment decisions yourself, advise the trustee to open a brokerage account for your trust and appoint you as the trading advisor. You will deal directly with the broker and give the buy orders and the sell orders.
  • If you want to maintain even closer supervision over trust assets, transfer your investments to a limited liability company that you manage. Then transfer ownership of the LLC to the trust.
  • If you want to put an outside advisor in charge, advise the Trustee to open a managed account for your trust with the advisor you select.
  • If you want to reduce your income tax bill, pick a Trustee that is alert to the importance of tax planning and let it manage the investments.

With an international trust, you can have any type of investment management program you want. You also gain access to investment opportunities not available in the U.S.

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